When working on a project that contains several tasks at once, you do not need to create tasks one by one. You can create tasks in bulk, therefore the work becomes more practical.
Follow these steps to upload task spreadsheets in bulk with the bulk task creation feature.
- Go to the Company menu then click "Task".
Or select the Task tab here.
- Select the Projects tab or go to https://hr.talenta.co/tasks-new/projects.
- Click on one Project Name.
- Then, you will be directed to the project details page as follows. You can add new tasks in bulk by clicking “Create task” and then, clicking “Bulk creation”.
- Click the “download” icon to download the template bulk creation - tasks.
- Complete the template, then save the file.
You can hover over the column headings to see a guide to filling out the template as in the following example. Do not change the column headers in the template. Start filling in the data in the second row as instructed in the notes for each column. If you upload an empty template without filling it in, the upload will fail. Make sure to fill in all the fields as instructed. To get help from our support, click here.
- Upload the spreadsheet file (xlsx./CSV. format) by clicking “Choose file”.
- Start uploading the file by clicking “Save”.
- Then, you will be directed to the All Task list page where you will get the following notification. Click “Go to Inbox” to go to the Inbox page and see the details of the action.
That's the guide on how to import tasks in bulk. Next, you can learn about how to manage Talenta Inbox here.