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How the updated bulk task upload works
Bulk task upload is a tool that lets you upload up to 1,500 tasks using a single Excel file. It's especially useful for clients handling large volumes of tasks, helping to significantly reduce manual work.
Step 1: Prepare the file
- Go to the Tasks section.
- Click Bulk task upload.
- In the pop-up window, click Download Exel Template.
The template includes:
- 8 required columns for task details
- 2 helper columns to guide you through the process
- Some cells are locked (e.g., column names and descriptions)
| Column | Required | Type | Example | Requirements | Reflected in Invoice |
|---|---|---|---|---|---|
| Contractor's Email | Yes | Text field | example@gmail.com | Valid email format | No |
| Category | Service | Yes | Dropdown | Online Advertising / Website Ad Placement | Must match an existing service | Yes |
| Due Date | Yes | Text field | 2025-12-25 | Format: YYYY-MM-DD (with hyphens) | No |
| Task Title | No | Text field | Ad placement setup on external platform | Optional | No |
| Task Description | Yes | Text field | 1. example-url.com | Minimum 10 characters | Yes |
| Task Report | Yes | Dropdown | 0 - No report needed | One of two options: 0 - No report 1 - Report required |
No |
| Amount | Yes | Text field | 350 | Must be a number | Yes |
| Currency | Yes | Dropdown | EUR | One of the following: RUB USD EUR |
Yes |
| Service Code | No | Auto-filled | Auto-filled | Auto-filled | No |
| Task description template | No | Auto-filled | Auto-filled | Auto-filled | No |
Step 2: Select services in the file
- The Services tab contains all current categories and services.
- It updates automatically when the file is opened — provided the user enables external content (click Enable Content in the Excel warning bar).
Step 3: Upload the file
- Fill out the file.
- Return to the import window.
- Upload the file and click Upload.
Possible upload errors:
- File is empty.
- Task limit exceeded (maximum: 1,500).
- File size exceeds 10 MB.
- Unsupported format (only .xlsx files are accepted).
Step 4: Review & fix errors
After uploading:
- You'll see the import status in the Imports list.
- Once complete, open the import to view all created tasks.
If errors occurred:
You'll get a notification about partial failure.
Download the error file — problematic cells will be highlighted in red with tooltips.
Fix the errors directly in the file.
Reupload via:
- The warning banner
- More actions → Add tasks
Adding multiple files to a single import
You can add tasks from different files into the same import — this is especially useful when working with tasks from multiple departments.
To do this:
- Open the desired import.
- Click More actions → Add tasks.
- Upload the next file.
Mass cancellation or payment of all tasks
When working with a large number of tasks, you can use the following buttons:
- Pay for all tasks
- Cancel all tasks
The system will automatically apply actions only to tasks in eligible statuses.
Renaming an import
To keep things organized, you can set a custom name for your import:
- Click the Rename bulk import button.
- Enter the desired name.