Downloading the Template for Import

Step-by-step guide

1. Click on the Setup Icon.
2. Click on the Module Setup Menu Item.
3. Click on the Task Management Menu Item.
   
   
   
   
4. Click on the Action Item Library Menu Item.
   
   
   
   
5. Click on the Template for Import Tab.
6. Open the downloaded Excel.
   
   

Related articles

• Page:
  Using the Task Import Tool
• Page:
  Creating a Task in the Action Item Library
• Page:
  Action Items List View Tab Overview
• Page:
  Action Items Snapshot Tab Overview
• Page:
  Manage Action Items Overview