📚Bulk Importing Tasks

Bulk importing tasks in Take5 Connect™️ allows you to efficiently assign multiple tasks to users at once. Here’s how to do it:

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Step 1: 🔑 Prepare the File

1. Create a CSV, XLS, or XLSX file with task names in one column.
2. Optionally include columns for Priority, Due Date, and Time Zone.
3. Save the file to your computer.

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Step 2: 📤 Import Tasks

1. In the Take5 Connect™️ web portal, go to the Tasks tab.
2. Click the Import Tasks button at the top.
3. Select the file you prepared and click Open.
4. If your file has multiple sheets, select the relevant sheet.

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Step 3: 🗺️ Map Fields

1. Map the columns in your file to the corresponding fields (e.g., Task Name, Priority, Due Date).
2. Click Save after mapping.

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Step 4: 📅 Assign Tasks

1. Bulk assign tasks to Sites and Users.
2. Use the Top Line options to select a Site and Add Users to assign all tasks
3. Or select individual tasks for specific assignments using the Site and Add Users buttons next to each task.

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Step 5: ✅ Finalize and Save

1. Review your assignments.
2. Click Save to finalize and notify your assignees.

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⚠️ Important Notes

• If the task does not have an assignee or required fields are missing, you will receive an error message.
• You may need to correct errors before completing the import.

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📞 Need Help?

For additional support or questions, contact our team at:
📧 Email: support@take5connect.com
📞 Phone (NZ): 0800 582 535