On the board data screen, by clicking on the "Create Import" option and selecting "New task", the import wizard will be displayed to add new tasks to the Workspace displayed in the board. Task import is composed of the following steps:
In this step, you must select the Excel file filled out with the task information. In this step, it is also possible to download a template (TSKTASKINSERT.xls) to perform the import. After downloading the file, fill out the columns with the task information. If necessary, refer to the "Recommendations" tab on the template for more details on what to fill out in each column.
After completing the Excel file with all information to be imported, select the file in the highlighted area and click on "Next".
|
This step will list the data filled out in the file selected in the previous step. If there is an error with part of the information, return the import to the previous step, correct the Excel file and import it again.
If all data listed in this step are correct, simply click on "Next".
|
This step will list the data of the imported tasks. If any problems have occurred, the "Error description" column will inform the error. In this case, the correction must be performed in the Excel file and it must be imported again.
Click on "Finish" to end the import.
|
Note that the spreadsheet must be exported in the same language in which it will be imported in SE Suite. For example, if the spreadsheet is exported with the language of SE Suite set as English, and it is imported with the language of SE Suite set as Portuguese, the system will not validate it.
|
|