You can import tasks to LawGro in just few clicks by following the below steps.
- Click Import button on the dashboard and choose the record type as tasks and click Next.
2. Click Import button on the tasks report.
3. Download the template and fill the columns with appropriate info and save the file.
4. Now select the CSV file from your local system and upload the file.
5. Click Preview to preview the import result.
6. Click Import.
Once you click import, the import process begins.
- Make sure your uploading file doesn't have any duplicates. If any duplicate exists, a new record will be created for it.
- Upload time and import process completion time depends on how many tasks you're uploading.
Learn more about Tasks & Calendar
Add a new task
Assign tasks to multiple team members
Close a task
Re open a task
View your task list
Manage tasks via calendar
Filter tasks based on priority and assigned to fields
Use filters to sort tasks
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