To import tasks massively, you must access your account on the DataScope Web Platform. Then, enter the Task Assign tab.
First, download the Excel sample file, by clicking on the Download Template button.
The required columns to make the task assignment are as follows:
Form name*: The name of the form you want to assign. It must be exactly the same as it appears in the “Name” column of the Forms section.
User Email*: The email used when creating the user. It is possible to check it on your user list at Settings > Users.
Location code: Corresponds to the code of the place where the task will be done at. This can be found in the "Code" column of the Locations List.
Datetime*: Date and time of the task. It must be loaded using the following format dd / mm / yyyy HH: MM
There are other fields that are not mandatory, however their corresponding use is explained below.
ID to create/update task: This field is required only if you want to modify a previously assigned task.
Location Name, Location Address, Location Email, Location Phone: Required if you want to create another contact.
Time Gap: Number of hours to complete the task.
Description: In this field, you can add specific information about the task to be performed. This information will be viewed by the user before starting to fill out the form, more details here.
Allow late response: You can select 2 options: 0 - 1.
0 - False: The assigned user cannot respond after the deadline. Default.
1 - True: The assigned user can respond after the deadline.
Mandatory: You can select 2 options: 0 - 2.
0: The assigned user can respond (optional).
2: The assigned user must respond (mandatory). Default.
After filling out the sample file following the instructions above, save and import it to the platform using the Import button.
All set! Now your tasks will be available on the DataScope platform.
----------------------------------------------------------------------------------------
Related Articles
----------------------------------------------------------------------------------------