Task Batch Upload Template Format
For uploading project tasks and milestone tasks, you must use the Task Batch Processor.
| Field | Value | Translatable | Description |
|---|---|---|---|
| Type | Valid values are defined in “Task Type” reference. | No | Indicates the type. This is a mandatory field. After a task is created, the Type of the task cannot be changed. |
| Name | Task name | No | Indicates the name of the task. This is a mandatory field. |
| Project | Project name | No | Indicates the name of the project. This is a mandatory field. The project must exist and cannot be in Complete or Closed status. After a task is created, its project cannot be changed. |
| Milestone | Milestone name | No | Indicates the name of the milestone. The Milestone must exist and cannot be in Complete or Closed status. After a task is created, its milestone cannot be changed. |
| Owner | User name | No | Indicates the user name of the owner. If the user name is not set, it defaults to the user who runs the batch upload. |
| Assigned User | User name | No | Indicates the name of the assigned user. The user must exist. It uses the same security permission for Task “Assign” data action. |
| Assigned Role | Team party ID | No | Indicates the ID of the team. The user must exist. |
| Reminder Days | Valid values are 1,2,3,4,5,6,7,10,15,20, and 30 | No | Indicates the number of days for the reminder. This is a mandatory field. If the data in an XLS file is formatted as String, the value is validated against the set reminder days. If the data in an XLS file is formatted as Double, the decimal value is ignored when the data is uploaded and the resulting integer value is validated against the set reminder days. If the value is in the number format and contains a decimal, the value is rounded off to the closest integer. If the value is in the text format and contains a decimal, the batch upload fails. |
| % Complete | Valid values are 5%, 10%, 15%, 20%, 25%, 30%, 35%, 40%, 45%, 50%, 55%, 60%, 65%,70%, 75%, 80%, 90%, and 95%. | No | Indicates the value for the percentage of task completed. This field can be updated when a task is started but not completed or closed yet. You must format the cells in an XLS spreadsheet for this column as text when you prepare a batch file to upload the values correctly. |
| Duration | An integer | No | Indicates the duration of the task. This is a mandatory field. The value must be 0 - 1000. The duration field accepts integer data and ignores any thousand separators. For example, the number format preference is set to ##,###.##, and the entered duration is 2,6. The duration is considered as 26. If the value contains a decimal, the batch upload fails. |
| Duration Units | Valid value is Days | No | Indicates the duration of the task in days. This is a mandatory field. |
| Scheduled Start Date | Values must comply with the date format specified in the batch upload definition. | No | Indicates the scheduled start date of the task. This is a mandatory field. It cannot be set to a past date or earlier than project start date. After a task is started, this field cannot be modified. When you create a batch upload definition, specify the date and time in any of the following formats:
If you want to specify only the date, use one of the following formats. The task batch processor automatically appends the Work Day Begins Time to the date.
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| Description | No | Indicates the short description of the task. |