Import Task Codes from a Spread Sheet File

The 'Task Codes' module allows you to create your list of task codes on a spreadsheet and upload it as your company's task code list. You can include task items with just task codes and task names and packages containing task items with planned production quantities. You can also define effort hours for the packages.

You can download the template for the task code list in Excel file format from the console, fill-in the line items and upload it as your company task code list.

To download the file format

• Click the 'Import' button on the top right.

• Click 'Download' at the bottom right to obtain a blank Excel file containing the required field headers. 
• Create your task code list in the Excel file by entering the values for each line item. 

Requirements of the Excel file:

• The Excel file should contain a list of tasks and their respective custom codes
• Each line should contain one task entry.
• Enter the values for the tasks under the following column headers.
  • Task Code - The unique task code associated with the category/task. 
  • Task name - The label of the task, shortly describing it.
  • Quantity - The amount of work done (Optional).
  • Effort - The labor involved to get a specified amount of work done (Optional). 
  • Unit - The measurement unit by which the amount is measured (Optional). 
  • Status- Active or Inactive, showing the current status of the item 
• Save the Excel file with an appropriate name.

To upload the filled-in task code list

• Log in to the company management console
• Click ‘Task Codes’ on the left
• Click 'Import'
• Click inside 'Browse' and navigate to the file you want to upload. 
  • Alternatively, drag and drop the file into the box

Your entries are validated and added to the draft list if there are no errors in them.

• Click the 'Save' button.

Once saved, the items are added to your task code list and are auto-added with color codes. You can change these color codes as required. The task type for the items is set as 'Admin' by default.

• Enter the task type for each item manually. The permitted values are 'ADMIN,' 'OFFICE,' and 'FIELD.'

• Click 'Import' > 'Create' > 'Add Row' to add more items anytime.
• Change the color code to the task codes as mentioned here.