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Page History: Task Import

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Page Revision: Thu, 08 Jul 2021 09:27


General

Menu Path: Transaction > Importers/Exporters > Other > Task Import

Screen Name: IMPORTTS2

Function: This screen can be used to import several tasks for several customers using a single file. The template can be downloaded here.

Image

Options

Import as Unbilled: This checkbox will import the tasks in an un-billed / un-transferred status.


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