Import Tasks from Excel

Want to send all of today’s job sheet forms to your mobile workforce, without doing it one form at a time?

The new Task Import facility lets you import tasks (eg “Fill in form XYZ for Client ABC”) and optionally send those tasks to the mobile users too, all with a quick upload of an MS-Excel spreadsheet.

As well as creating tasks manually, you can create an Excel spreadsheet and upload them, either one at a time or en masse.
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