You can create tasks in two ways:
By importing an XLSX file, you can upload multiple tasks at once. This method is described in detail below.
Via the dashboard using the “Add” button. Step-by-step instructions are available in the article “How to Create a Task: a Step-by-Step Guide”.
How to upload multiple tasks
Go to the “Tasks” section and click “Import”.
Download the sample XLSX file.
Fill in the file, following the instructions provided.
Save the file and upload it to the platform using the same “Import” button.
Important
If the file contains an error, the system will indicate the location and the exact issue. You can download a version of the file that contains only the rows with errors. If there are no errors, all tasks from the file will appear in your task list.
Additional import options
Automatic contractor invitation
If you specify the email address of a contractor who does not yet exist in the system, an invitation with a registration link will be sent automatically. Once the contractor completes registration, their status in your interface will change from “Invitation sent” to “Active”.
More details are available in the article “Task Statuses”.
Grouping tasks by projects
In the import file, you can specify the name of the project associated with each task.
This allows you to:
Group tasks by different projects within your company
Separate costs and reflect them correctly in financial reporting
See the project name in Sales Invoices and in the “Transactions” section on the platform
The next steps are described in the article “Working with Tasks”.
If you have any questions, please contact our support team via online chat on the platform or at support@4dev.com. We are always ready to assist!