Grant Tasks Import Template

The Grant Tasks Import Template allows users to import grant tasks instead of adding them manually. 

Use the attached template to import your tasks. Required fields are designated with an asterisk (*). Once completed, users can import from a grants list or a grant record.

How To Import Tasks for Multiple Grants:

1. Open Grant Management>Grants>All Grants.
2. Click the   (Import icon) in the Icon Bar.
3. In the pop-up window, select Grant Tasks Import from the Choose Import dropdown. 
4. Click Choose a file to select a file from your computer.
5. Select the Destination field for each Source column. If you are using the Grant Tasks Import Template (recommended), the source and destination fields should match.
6. Click Import.

How To Import Tasks for a Single Grant:

1. Open Grant Management>Grants>All Grants.
2. Click a grant name. 
3. Open the Tools tab>Tasks.
4. Click the   (Import icon) in the Icon Bar.
5. In the pop-up window, click Choose a file to select a file from your computer.
6. Select the Destination field for each Source column. If you are using the Grant Tasks Import Template (recommended), the source and destination fields should match.
7. Click Import.