Hello everyone!

Many of you have been asking for the ability to Import tasks in Bulk, this is now available in Plannr.

Within Business go to Imports, select Add New and choose Tasks. You can download the sample import CSV and once you have added data use the standard Validate, Create and Update functionality.

Once imported the tasks will show against the client, case or plan and on the task board

A new Support Article is available https://support.plannrcrm.com/en/article/tasks-import-ifd6ge/ which will give you the step by step guide but as always any queries please let us know.

Enjoy!