Task fields available for bulk data import

Modified on Wed, 19 Jan, 2022 at 3:32 PM

TABLE OF CONTENTS

Introduction
Available Task Fields
Further Support

Introduction

This document describes the fields that can be used to manually import a task list into ManagementStudio using an Excel spreadsheet. For further information on data imports, please refer to this article.

Available Task Fields

Field Name	Description	Required?
Task Id	A unique identifier recorded against each task	Yes, when updating an existing task
Category	The main purpose is to ease the task structure and improve its ability to be found quickly. For example, Fixed, Intended, broken	Yes, when importing a new task
Subject	Description of the task	Yes, when importing a new task
Status	This is useful for tracking the current state of the task. For example In Progress, Not Started or Complete	No
Priority	Based on the priority set (High/Medium/Low) the order of performing the task.	No
Start Date	Use the start date/time field to specify when a task begins	No
Due Date	The due date is used to specify when the task needs to be completed	No
Tag List	A tag is a keyword or phrase that you can use to help describe the task. This can be used to keep track of the state or progress of a task, such as "waiting for John"	No
Archived	This denotes, if the task is either archived or un-archived	No
Locked	This denotes, if the defect is either locked or unlocked.	No
Created By	This displays the individual who created the task.	No
Created On	Displays when the task was created.	No
Assigned To	Displays, who is assigned to complete the task	No
Tag	A tag is a keyword or phrase that you can use to help describe the task	No
Description	Description of the steps to complete the task	No
Sub Process	The task's sub-process can be set during the import process. This should be used in conjunction with the Process section above to ensure the correct sub-category is selected.	No

Please note, all built in Custom fields are available to import when enabled within the Admin section. Administration->Tasks-> Grid Config

Further Support

If you require further support, please visit ManagementStudio's Service Desk to search the knowledge base or create a new support ticket.