Importing a task list to EasyMail
Your guide to pathway services
Revision as of 13:14, 21 April 2015 by Pathway Admin (Talk | contribs)
Task lists in CSV and iCalendar formats can be imported into EasyMail.
Import an iCalendar file
To import an iCalendar task list file:
- Log in to EasyMail.
- Click the Tasks tab.
- Click Import/Export.
- Select iCalendar (vTodo) from the Select the format of the source file dropdown list.
- Select a task list from the Which tasklist should the tasks be added to? dropdown list.
- Click Choose File to select the file you would like to import.
- Click Next.
Your file will be added to the selected task list.
Import a CSV file
To import a CSV task list file:
- Log in to EasyMail.
- Click the Tasks tab.
- Click Import/Export.
- Select a file format from the Select the format of the source file dropdown list.
- Select a task list from the Which tasklist should the tasks be added to? dropdown list.
- Click Choose File to select the file you would like to import.
- Click Next.
- Select the checkbox if the first row of your CSV file contains content.
- Leave the delimiter and quote character fields can be left alone. Only edit these fields if you have customized your delimiters or quote characters.
- Specify how many columns are in use in your CSV file.
- Click Next.
- Select a field from the Imported Fields list.
- Select a matching field from the Available Fields list. (You don't need to find an exact match.)
- Click Add Pair.
- Repeat steps 12 to 14 as many times as required and then proceed to step 16.
- (Only perform if needed, otherwise proceed to step 17) If you need to exclude a pair, select the items from the Matching Fields lists, and then click Remove Pair.
- Click Next.
Your file will be added to the selected task list.