In Plannr, you have the ability to import/update Tasks.
Click here for our up to date static data fields. Static data fields are dropdown values available within Plannr. Use this list to ensure your are mapping data correctly where the field is mandatory and not a free-type field.
Downloading the CSV Template
If you already have a CSV to import, you can skip this step
Go to Imports from the Business tab on the left hand side menu.
From here, select Add New as if you were going to complete the import.
You'll be taken to the Import Wizard, where you can select the type of importer you wish to run.
Once the Tasks importer is selected, you'll see a link appear below saying download sample import CSV.
Click on this and the CSV template will be downloaded!
Once downloaded, input your data into the CSV.
The CSV columns are explained in the file at the end of this article
Any custom fields created for tasks will be detailed in separate columns allowing you to import data into these fields.
Within the Task Import CSV file, you’ll be presented with the relevant task and recurring task fields. The recurring task fields relate to the Parent Task (as sub-tasks/triggered tasks can’t have recurrences - see things to note below).
UUIDs can be found by looking at the end of the url this is a client UUID.
After the /, you'll see a string of letters and numbers. This is the universally unique identifier.
Once you're happy with the information in the csv, save it.
Completing a Tasks Import
Go back to Imports from the Business tab and select Add New.
You're then presented with the Import Wizard. You can see along the left hand side the 5 steps in the import process.
From the dropdown choose Tasks.
Decide which import method you wish to use:
Validate- used to confirm there are no errors in your CSV (we recommend you do this first before creating/updating)
Create- used to import new tasks
Update- used to change information on tasks already in the system
Choose which CSV to upload.
Proceed through the next steps and, once it's complete, you'll see this screen, confirming that the import has succeeded.
You will now be able to see all of the imported tasks against the client, case or plan. The screen shot below is an example of a completed task imported with a note.
They will also be visible on the tasks board
Tasks - Things to note:
Tasks will recur regardless of status (e.g. including Archived ones).
If you want to stop a recurring task, edit any task with the recurrence and change ‘Is this task recurring’ to No. This will stop the recurrence.
It’s not possible to add recurrence settings to a sub-task, but the sub-task will recur along with the parent task.
Content of a task (description, custom fields, statuses, etc) will recur along with the tasks, however Notes & Logged Time do not.
Due dates will be populated based on the time between the creation of a task and the due date, e.g. if it's in 10 days time, it will be in 10 days from when the recurrence happens.