<P><SPAN style="FONT-SIZE: x-small" mce_style="font-size: x-small;">HyperOffice allows users to import tasks into their shared and personal tasks sections by using a simple CSV (Comma Separated Values) file. The simplest way to create a CSV file is to open excel and create the column headers and the additional value rows you want and then to use "save as" to save the excel file. When the save dialogue appears, change the "save as type" to "CSV (Comma Delimited) (*.csv)".</SPAN></P>
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<H2 style="FONT-FAMILY: " mce_style="FONT-FAMILY: "><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;"><SPAN style="FONT-SIZE: small" mce_style="font-size: small;">Follow these steps to import tasks:</SPAN></SPAN></H2>
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<DIV><SPAN style="FONT-FAMILY: ; FONT-SIZE: x-small" mce_style="font-size: x-small;"><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;">From the Shared Task<SPAN style="FONT-FAMILY: ; COLOR: #000000" mce_style="color: #000000;">s page, <A>click the import button</A> to open the Import Tasks window.</SPAN></SPAN></SPAN></DIV><BR /><IMG border="0" /> </LI>
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<DIV><SPAN style="COLOR: #000000" mce_style="color: #000000;"><SPAN style="FONT-FAMILY: ; FONT-SIZE: x-small" mce_style="font-size: x-small;"><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;">Click the </SPAN></SPAN><A><SPAN style="FONT-FAMILY: ; FONT-SIZE: x-small" mce_style="font-size: x-small;"><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;">Browse button</SPAN></SPAN></A><SPAN style="FONT-FAMILY: ; FONT-SIZE: x-small" mce_style="font-size: x-small;"><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;">, and locate the CSV file. Next, click on <STRONG>Upload File</STRONG></SPAN></SPAN></SPAN></DIV><BR /><IMG border="0" width="492" /> </LI>
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<DIV><SPAN style="COLOR: #000000" mce_style="color: #000000;"><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;"><SPAN style="FONT-SIZE: x-small" mce_style="font-size: x-small;">Now you can </SPAN></SPAN><A style="FONT-FAMILY: " mce_style="FONT-FAMILY: "><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;"><SPAN style="FONT-SIZE: x-small" mce_style="font-size: x-small;">map column headers</SPAN></SPAN></A><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;"><SPAN style="FONT-SIZE: x-small" mce_style="font-size: x-small;"> with the HyperOffice fields. </SPAN></SPAN></SPAN></DIV><BR /><IMG border="0" width="554" /> </LI>
<LI style="FONT-FAMILY: " class="kadov-p mce_style=FONT-FAMILY: "><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;"><SPAN style="FONT-SIZE: x-small" mce_style="font-size: x-small;"><SPAN style="FONT-FAMILY: ; COLOR: #000000" mce_style="color: #000000;">After checking the preview to make sure your data is cor</SPAN>rect, click on the Import button. If all is well, your data will be imported into HyperOffice. </SPAN></SPAN></LI></OL>
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<H2 style="FONT-FAMILY: " mce_style="FONT-FAMILY: "><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;"><SPAN style="FONT-SIZE: small" mce_style="font-size: small;">Detailed Usage Guidelines</SPAN></SPAN></H2>
<P style="FONT-FAMILY: " mce_style="FONT-FAMILY: "><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;"><SPAN style="FONT-SIZE: x-small" mce_style="font-size: x-small;">The CSV file should consist of 8 columns:<BR /><STRONG>SUBJECT, PRIORITY, STATUS, COMPLETE, NOTES, DUEDATE, FINISHDATE, STARTDATE</STRONG><BR />When creating a task, each column contains the information for the corresponding field in HyperOffice.</SPAN></SPAN></P>
<H2 style="FONT-FAMILY: " mce_style="FONT-FAMILY: "><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;"><SPAN style="FONT-SIZE: small" mce_style="font-size: small;">Subject and Notes</SPAN></SPAN></H2>
<P style="FONT-FAMILY: " mce_style="FONT-FAMILY: "><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;"><SPAN style="FONT-SIZE: x-small" mce_style="font-size: x-small;">The subject and notes fields are free-form text fields. To avoid potential complications we recommend using standard characters. <STRONG>Please avoid using quotation marks and commas for these fields</STRONG></SPAN></SPAN></P>
<H2 style="FONT-FAMILY: " mce_style="FONT-FAMILY: "><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;"><SPAN style="FONT-FAMILY: ; FONT-SIZE: small" mce_style="font-size: small;">Date fields:</SPAN></SPAN></H2>
<P style="FONT-FAMILY: " mce_style="FONT-FAMILY: "><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;"><SPAN style="FONT-SIZE: x-small" mce_style="font-size: x-small;">The date fields (DUEDATE, FINISHDATE, and STARTDATE) can be filled in with three types of values:</SPAN></SPAN></P>
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<LI style="FONT-FAMILY: " mce_style="FONT-FAMILY: "><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;"><SPAN style="FONT-SIZE: x-small" mce_style="font-size: x-small;"><STRONG>Specific dates</STRONG> such as dates in the format mm/dd/yyyy </SPAN></SPAN></LI>
<LI style="FONT-FAMILY: " mce_style="FONT-FAMILY: "><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;"><SPAN style="FONT-SIZE: x-small" mce_style="font-size: x-small;"><STRONG>Relative dates</STRONG> whereby the columns contain numbers such as 1,2,3 or -1, -2, -3. When relative dates are used, the original date is taken from the containing projects start date and days are either added or subtracted from that point. For instance, if a tasks startdate column is filled in with the number 3 and the containing project started on 1/2/10, the task would have a startdate of 1/5/10. </SPAN></SPAN></LI>
<LI><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;"><SPAN style="FONT-SIZE: x-small" mce_style="font-size: x-small;"><STRONG>No date</STRONG>. When the column is left blank, the system will assume that the task does not have a start date.</SPAN></SPAN> </LI></UL>
<H2><SPAN style="FONT-FAMILY: ; FONT-SIZE: small" mce_style="font-size: small;"><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;">Priority:</SPAN></SPAN></H2>
<P style="FONT-FAMILY: " mce_style="FONT-FAMILY: "><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;"><SPAN style="FONT-SIZE: x-small" mce_style="font-size: x-small;">The priority column requires an integer of 1-3.</SPAN></SPAN></P>
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<LI style="FONT-FAMILY: " mce_style="FONT-FAMILY: "><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;"><SPAN style="FONT-SIZE: x-small" mce_style="font-size: x-small;">1=high </SPAN></SPAN></LI>
<LI style="FONT-FAMILY: " mce_style="FONT-FAMILY: "><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;"><SPAN style="FONT-SIZE: x-small" mce_style="font-size: x-small;">2=medium </SPAN></SPAN></LI>
<LI style="FONT-FAMILY: " mce_style="FONT-FAMILY: "><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;"><SPAN style="FONT-SIZE: x-small" mce_style="font-size: x-small;">3=low </SPAN></SPAN></LI></UL>
<H2 style="FONT-FAMILY: " mce_style="FONT-FAMILY: "><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;"><SPAN style="FONT-SIZE: small" mce_style="font-size: small;">Status:</SPAN></SPAN></H2>
<P><SPAN style="FONT-FAMILY: ; FONT-SIZE: x-small" mce_style="font-size: x-small;"><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;">The status column requires an integer of 1-5</SPAN></SPAN></P>
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<LI><SPAN style="FONT-FAMILY: ; FONT-SIZE: x-small" mce_style="font-size: x-small;"><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;">1=Not Begin </SPAN></SPAN></LI>
<LI><SPAN style="FONT-FAMILY: ; FONT-SIZE: x-small" mce_style="font-size: x-small;"><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;">2=In Progress </SPAN></SPAN></LI>
<LI><SPAN style="FONT-FAMILY: ; FONT-SIZE: x-small" mce_style="font-size: x-small;"><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;">3=Complete </SPAN></SPAN></LI>
<LI><SPAN style="FONT-FAMILY: ; FONT-SIZE: x-small" mce_style="font-size: x-small;"><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;">4=Waiting on someone else </SPAN></SPAN></LI>
<LI><SPAN style="FONT-FAMILY: ; FONT-SIZE: x-small" mce_style="font-size: x-small;"><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;">5=Suspended </SPAN></SPAN></LI></UL>
<H2><SPAN style="FONT-SIZE: small" mce_style="font-size: small;">Completed:</SPAN></H2>
<P style="FONT-FAMILY: " mce_style="FONT-FAMILY: "><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;"><SPAN style="FONT-SIZE: x-small" mce_style="font-size: x-small;">The completed column should be either 1 or 0.</SPAN></SPAN></P>
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<LI style="FONT-FAMILY: " mce_style="FONT-FAMILY: "><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;"><SPAN style="FONT-SIZE: x-small" mce_style="font-size: x-small;">1 = Complete </SPAN></SPAN></LI>
<LI style="FONT-FAMILY: " mce_style="FONT-FAMILY: "><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;"><SPAN style="FONT-SIZE: x-small" mce_style="font-size: x-small;">0 = Incomplete </SPAN></SPAN></LI></UL>
<H2 style="FONT-FAMILY: " mce_style="FONT-FAMILY: "><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;"><SPAN style="FONT-SIZE: small" mce_style="font-size: small;">Checking your CSV:</SPAN></SPAN></H2>
<P style="FONT-FAMILY: " mce_style="FONT-FAMILY: "><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;"><SPAN style="FONT-SIZE: x-small" mce_style="font-size: x-small;">When the csv file is finished, you should be able to open the file in notepad.The contents should resemble the example below:</SPAN></SPAN></P>
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<TD style="FONT-FAMILY: " mce_style="FONT-FAMILY: "><SPAN style="FONT-FAMILY: arial,helvetica,sans-serif" mce_style="font-family: arial,helvetica,sans-serif;"><SPAN style="FONT-SIZE: x-small" mce_style="font-size: x-small;">SUBJECT, PRIORITY, STATUS, COMPLETE, NOTES, DUEDATE, FINISHDATE, STARTDATE<BR />Send a report to the client, 1, 1, 0, , 2, , 1<BR />Check with the client on the status of the deliverable, 1, 1, 0, , 8, , 5<BR /></SPAN></SPAN></TD></TR></TBODY></TABLE>
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