Bulk Import Tasks

Through bulk import, you can upload multiple tasks on the admin dashboard in one go. To bulk import tasks go to the ‘Create Task’ button and click on the drop-down button with Create task option and select ‘Bulk Import’, as shown below.

Next, download the CSV file template with sample values and make sure the data is in the correct format as per the template. Once done upload the CSV file back on the admin dashboard in the Bulk Import dialog box.

To upload the CSV, follow the simple three-step process:
1. Select a team
2. Select the custom field template (optional)
3. Upload the CSV file

To learn more about bulk import, kindly refer to the video below:

Bulk Import with Dynamic Custom Fields — Pickup & Delivery Workflow

To update the value for any custom field dynamically:

1. Download the sample CSV file and add the same after the last column. To add multiple fields, you could also add multiple P and D tags.
   • For pickup custom field: P_fieldname Eg: Label: P_price Value: 200
   • For delivery custom field: D_fieldname Eg: Label: D_cod Value: 300

Bulk Import with Dynamic Custom Fields — Appointment/ FOS Workflow

To update the value for any custom field dynamically:

1. Download the sample CSV file and add it after the last column. Feel free to add multiple fields:
   • Template_ID Eg: Label: Template_ID Value: cash
   • Field name Eg: Label: Price Value: 200
   • Field name Eg: Label: cod Value: 300

To know more on how to bulk import tasks using custom template fields kindly refer to the video below: