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In addition to creating individual tasks, transform Studio enables you to create multiple tasks at once through the Bulk Task functionality. That way, you can save more time and ensure fewer missed tasks and/or deadlines.
In this article, you will learn how to create tasks in bulk for your app users.
Step 1 - Make Sure You Have the Right App
Select the app you wish to add a task to by clicking on the red arrow below the +NEW MOBILE APP button.
Step 2 - Open the Tasks Page
On the left sidebar, click on Tasks. From the top right corner, click on the Bulk Task button (highlighted in the image below).
Step 3 - Download and Fill the Bulk Task Template
To create a bulk task, you need to carry out two steps:
- Download the template file, then fill it.
- Upload the file.
1 - Download the Template File
Click on Step 1 - Download Template (shown below).
The screen shown below will appear.
If you wish to attach a form to the tasks you create, select one from the drop-down list and then click on the Download Template button. The template will have the database mapped fields of the selected form.
If you want to have some form fields pre-filled in your task, fill those fields in the template file against the respective tasks.
Here is an example of how you can fill the template sheet.
Note: When adding a Target Date, make sure it is in the format (dd-MM-yyyy).
2 - Upload the Template File
From the Tasks main screen, click on the bulk tasks button followed by Step 2- Upload Template.
The following screen will appear.
Choose the filled template file which you have worked on. Finally, click on the Assign Bulk Task button.
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Next: How to Create Pre-filled Tasks