Checklist Template

You can put any information you’d like here.

Download the latest version of the task configuration package

Restore the package to the client base

Associate the package with folders that can import tasks in bulk

Link the package to the privacy profiles with permitted access

Download the template for the bulk import layout of tasks

Instruct the client on how to fill out the bulk task layout

Conduct a bulk task import demonstration with the client

Show and explain to the client how the import log works, available at Import > Import History