How to import tasks with fields not included in download template

ERPNext
1

Hi, the download template for Tasks doesn’t include all the Columns in table tabTask, such as owner and parent (am I correct to assume “parent” is to create hierarchical task structures?). I would also like to import the “assigned to” users for a task, but I can’t see any way to do this. Am I missing something? Is there a workaround?

Thanks,
Dale

2

Hi Dale,

Although I’m not clear with the question, but as I understood:

  • You would like to import a set of task whereas certain fields are not in the template which you downloaded.

Solution:
Step1: Just fill one sample data manually in all the custom field which you included in task form.
Step2: Export the task template by selecting “download with data”.
Step3: Now you can add all task with custom fields in .csv template.
Step4: Import the .csv file.

Sunil
Nescode(http://nescode.com)
Partner for ERPNext

3

You should always import parent and child tables together, else the validation events elc. will not run.

Task is child for what?

Also you can add a Custom Field “parent” will will make it visible.