How to bulk upload tasks in excel file?


  1. From Navigation Menu, open Tasks module.
  2. Now select the appropriate activity & territory from the dropdown (or know how to create a favourite).
  3. Next, click on the + icon and select "bulk upload".
  4. Download the template for uploading tasks.
  5. Once ready, drop the upload-able template on the "Drop XLS files here to upload multiple tasks" area.
  6. Now click Upload to begin.


Your tasks will be uploaded and the detailed status will be visible in the right menu!