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Bulk Complete Tasks

Use Dataloader to complete tasks in bulk with a CSV file of task IDs

Funmilola Olorode avatar
Written by Funmilola Olorode
Updated over 6 months ago

If you have a lot of tasks that you want to complete, then you may benefit from using the Dataloader functionality to upload a file of the tasks you wish to complete and allowing the Dataloader to do this for you.

We recommend that the first time you use this functionality, you use a small file with a couple of tasks so you can test out the functionality and make sure you are happy with it. Once you are happy, then you can upload a larger file containing all the tasks you wish to complete.


User Permission

To use the Dataloader, you must first enable the "Task Complete" permission for your user. Here's how:

Go to your settings.

Select the relevant user.

Navigate to "Dataloader Access".

Search for "Task Complete" in the Dataloader Type Column.

Click "Add Dataloader Type".

Once you've completed these steps, "Task Complete" will appear among your accessible dataloader types, and you can start using the Dataloader.


Uploading Steps

You will need to prepare a CSV file of the task ids that you wish to complete. The ids should be listed in the first column without any headers e.g.

 123456
124567
982304
34562

This CSV file would complete task ids 123456, 124567, 982304 and 34562. It would perform each of these in turn, so 123456 would be completed first and then 124567. The file should only contain ids.

Once you have prepared your CSV file, go to https://dataloader.quotevineapp.com and login with your Accelerate credentials.

Select 'Task Complete' as the Data Type, click 'Next'.

Choose who to notify after the upload.

Select the file you wish to upload and click 'Upload'.

A preview of the data uploaded from the file will be presented.

Clicking 'Confirm' will complete all the tasks.

Click below for detailed instructions.

Once a task completion file has been processed, it is very difficult to undo. Therefore, please double check that your file is correct. There is validation in place to check that the task exists however if you mistype then it might still find a task and close the wrong one.

We recommend using the tasks dynamic report to generate the list of tasks with their associated ID.

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