Importing and Exporting Tasks in CRM Leaf
To streamline task management and minimize manual entry, CRM Leaf provides easy-to-use features for importing tasks in bulk and exporting task data for reporting, backup, or analysis.
Import Tasks
Importing tasks allows you to upload multiple tasks at once using a structured Excel or CSV file. This is particularly useful when onboarding new projects, migrating data, or setting up recurring workflows.
Steps to Import Tasks:
Prepare Your File:
- Use .xls, .xlsx, or .csv format.
- Include necessary fields like:
- Task Title
- Project Name
- Start Date
- Due Date
- Assigned User
- Priority
- Description
- Status
- Ensure date format is YYYY-MM-DD (e.g., 2025-06-15).
Go to the Import Section:
- Navigate to Work > Tasks > Import Tasks.
- Upload the File:
- Click on Upload File and select your Excel or CSV document.
- Map columns from your file to CRM Leaf task fields during the import preview.
- Submit and Confirm:
- Review the mapped data.
- Click Import to add the tasks to the system.
Tip: Use the downloadable sample template provided in the import section to avoid formatting issues.
Export Tasks
The export feature enables users to download selected task data for offline access, reporting, or client sharing.
Why Export Tasks?
- To create custom reports in Excel.
- To maintain local backups.
- To share progress summaries with external stakeholders or clients.
- Steps to Export Tasks:
- Go to the Task Section:
- Navigate to Work > Tasks.
- Apply Filters (Optional):Filter tasks by project, status, assigned user, or date range for a customized export.
- Click Export:Use the Export to Excel button located in the top-right corner.
- Download the File:The system will generate and download a .xlsx file containing all the selected task details.
- Exported files include task metadata such as title, project, dates, status, priority, and assignee for comprehensive reporting.
Conclusion
The Import and Export features in CRM Leaf enhance efficiency by enabling quick task uploads and detailed reporting. Whether you’re setting up a new system or preparing progress reports, these tools ensure flexibility and accuracy in managing your tasks.