Bulk Upload to Update Existing Tasks via Excel
Janette Rosales
Description:
Add the ability to bulk upload an Excel spreadsheet to update existing tasks with additional information (e.g., email addresses, phone numbers, status notes) without creating duplicate tasks.
Key Requirements:
Match existing tasks by unique ID or title.
Update only the specified fields from the spreadsheet.
Prevent creation of new tasks unless explicitly intended.
Allow updates to multiple fields and custom fields at once.
Maintain full change history for audit tracking.
Value & Impact:
This feature would greatly improve efficiency by enabling quick updates to many tasks simultaneously. It would save time, reduce manual data entry, and help maintain accuracy in contact information, status updates, and other critical task details.
Example Use Case:
When multiple tasks require adding a missing email address or phone number, users can prepare a single Excel file with the updates and bulk apply them in one step, avoiding the need to open and edit each task individually.
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