Tasks
New Edit Delete Close Print Import
Tasks from
Spreadsheet
Tasks are calendar entries of items where you will need to keep track of events.
To Create A Task
| • | Click on the Create A Task icon |
| • | Insert all information in the Create New Task Screen |
| • | Add A Responsible Party, click on Add Responsible Party icon  Select from the Team List |
| • | Add a CC, click on Add CC icon  |
| • | Click Save |
| • | Tasks will be shown in your calendar |
| • | In the Task List, you have the option to |
| • | Edit a Task – click the edit icon  |
| • | Delete a Task – click the delete icon  |
| • | Close a Task – click the close icon  |
To Import tasks from a Spreadsheet
You can use Plans and Specs to import tasks from scheduling programs such as Microsoftè Project. You will need to save the spreadsheet as a CSV ( Comma Separated Value ) file which can be done from the "Save As" or "Export" from your application.
Import
Tasks from
Spreadsheet
Click on the "Import Tasks" Icon
Select the file from you computer and click submit. You will be brought to a file mapping screen
Map the fields accordingly and click submit
In this screen you can assign responsible team members to the task(s) ** Top Middle Button for "Add Responsible Party"
You can also select a single or multiple import from the Import options at the bottom and click submit.
** You can use these same steps to sync or update your tasks as long as the Task Name does not change