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Create a CSV for Task Import

Overview

Importing task information in bulk using the tasks template will reduce costs by spending less time entering the task data. When importing the task list, the Name becomes the key value. Once imported, the Name cannot be changed. All other data can be modified and updated based on the Name.

Tasks are the services that you provide your customers. They are comprised of the steps, actions, and procedures you have in place to complete a job or prepare a quote.

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