How to: Import tasks in bulk

When to use the bulk importer

The bulk task importer is ideal for these scenarios:

• Adding a list of 10 or more tasks at once
• Assigning multiple tasks to different locations simultaneously
• Streamlining repetitive task assignment processes

CSV template structure

Each column in your CSV template serves a specific purpose. Here's what you need to include:

Email (Task receiver email)*

The email address of the location or user the task will be assigned to. This is useful when you want to send completed submissions directly to a location.

External Location ID (External Key)*

Each location has a unique external key that identifies it in the system. This is how tasks are assigned to specific locations during the upload process.

To find your location external keys:

1. Go to 'Locations'
2. Click the "Export" button in the top right corner
3. You'll receive an email with a list of all your locations and their external keys

Related article: How to: Export Locations

Date tasks are due*

The due date for the tasks. For best results, use the same due date for all tasks in a single upload.

Task Type (form, basic, photo)*

Specify the type of task you want to assign:

Form: A task to fill out a specific form Basic: A general task without a form Photo: A task to take a photo

Form ID (if using form type task)*

If you're assigning a form task, you'll need the form ID. You can find this in the URL bar when viewing the form in Form Builder.

Task Title (if using basic or photo-type task)*

The name you want to give your task. This is required for basic and photo tasks.

Task Description

Optional field for instructions or a description of the task to be completed.

Example template and download

To see how all these columns work together, review this example CSV template showing tasks being added to an account.