<p>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)".</p>
<p> </p>
<h2>Follow these steps to import tasks:</h2>
<ol class="whs1">
<li class="kadov-p">
<div>From the Shared Task<span style="color: #000000;">s page, <a>click the import button</a> to open the Import Tasks window.</span></div>
<br /><img src="http://www.hyperoffice.com/hyperoffice/helpengine/en_US/importTask0.gif" border="0" /> </li>
<li class="kadov-p">
<div><span style="color: #000000;">Click the <a>Browse button</a>, and locate the CSV file. Next, click on <strong>Upload File</strong></span></div>
<br /><img height="152" width="492" src="http://www.hyperoffice.com/hyperoffice/helpengine/en_US/importTask2.gif" border="0" /> </li>
<li class="kadov-p">
<div><span style="color: #000000;">Now you can <a>map column headers</a> with the HyperOffice fields. </span></div>
<br /><img height="404" width="554" src="http://www.hyperoffice.com/hyperoffice/helpengine/en_US/importTask3.gif" border="0" /> </li>
<li class="kadov-p"><span 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. </li>
</ol>
<p> </p>
<h2>Detailed Usage Guidelines</h2>
<p>The CSV file should consist of 8 columns:<br /><strong>SUBJECT, PRIORITY, STATUS, COMPLETE, NOTES, DUEDATE, FINISHDATE, STARTDATE</strong><br />Each column contains the information for the corresponding field in HyperOffice when creating a task.</p>
<h2>Subject and Notes</h2>
<p>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></p>
<h2>Date fields:</h2>
<p>The date fields (DUEDATE, FINISHDATE, and STARTDATE) can be filled in with three types of values:</p>
<ul>
<li><strong>Specific dates</strong> such as dates in the format mm/dd/yyyy </li>
<li><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 1/2/07, the task would have a startdate of 1/5/07. </li>
<li><strong>No date</strong>. When the column is left blank, the system will assume that the task does not have a start date. </li>
</ul>
<h2>Priority:</h2>
<p>The priority column requires an integer of 1-3.</p>
<ul>
<li>1=high </li>
<li>2=medium </li>
<li>3=low </li>
</ul>
<h2>Status:</h2>
<p>The status column requires an integer of 1-5</p>
<ul>
<li>1=Not Begin </li>
<li>2=In Progress </li>
<li>3=Complete </li>
<li>4=Waiting on someone else </li>
<li>5=Suspended </li>
</ul>
<h2>Completed:</h2>
<p>The completed column should be either 1 or 0.</p>
<ul>
<li>1 = Complete </li>
<li>0 = Incomplete </li>
</ul>
<h2>Checking your CSV:</h2>
<p>When the csv file is finished you should be able to open the file in notepad and the contents should resemble the example below:</p>
<table width="70%" border="1">
<tbody>
<tr>
<td>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 /></td>
</tr>
</tbody>
</table>
<p>
<table width="70%" border="1">
</table>
</p>