How to bulk upload tasks in excel file?
- From Navigation Menu, open Tasks module.
- Now select the appropriate activity & territory from the dropdown (or know how to create a favourite).
- Next, click on the + icon and select "bulk upload".
Download the template for uploading tasks.
- Once ready, drop the upload-able template on the "Drop XLS files here to upload multiple tasks" area.
- Now click Upload to begin.
Your tasks will be uploaded and the detailed status will be visible in the right menu!