Bulk Tasks: Can I Import Bulk Tasks From CSV file

Yes, Tookan allows you to upload bulk tasks at once. Read more about bulk task import heIre

Import Bulk Tasks

Tookan’s ‘Bulk Import Tasks’ feature allows you to upload multiple tasks in one go.
The ‘Create Task’ button is broken into two parts. All you need to do is click on the drop-down at the right of the button and select ‘Bulk Import’, as shown below.

Next, download the CSV file template with sample values and make sure the data is in correct format as per the template.

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

You could download the sample file to know the format of CSV file that you need to upload.https://www.youtube.com/embed/xyayNR23utE?feature=oembed


Bulk Import with Dynamic Custom Fields — Pickup & Delivery Workflow

Custom field value can also be updated dynamically, using the ‘bulk import’ feature.

Download the CSV sample 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

Custom field value can also be updated dynamically, using the ‘bulk import’ feature.

Download the CSV sample file and add it after the last column. Feel free to add multiple fields:

Template_ID Eg: Label: Template_ID Value: cash
Fieldname Eg: Label: price Value: 200
Fieldname Eg: Label: cod Value: 300

For any other queries related to Tookan please refer to Tookan Helpdesk.

If you enjoyed reading this, we’re sure you will also love checking out what we have in store on our Youtube channel. You can also head to our  home page for more info.

If you still have any doubts, we are here to help you. Just let us know. 

Happy Transacting!

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