You may have situations where you need to add many tasks into AppColl, especially if these tasks would not have been created from information in Patent Center or TSDR. International matters are a good example.  Below are the steps to import a group of tasks, using the attached spreadsheet below:

Attachments
TasksTemplate.xlsx

1. Ensure you have the data ready to import tasks.
2. Download the TasksTemplate (above).
3. Notice the instructions for inputting each of the fields in column A, particularly the Mandatory columns.
4. When completing the TaskStatus and TaskType columns, be sure to spell the task names and statuses exactly as listed in AppColl.

5. After you have entered all your tasks in rows 7 and on, delete rows 2-6 and column A. Note that Row 1 must remain intact.
6. Important: Save the spreadsheet as a csv file (using the “save as” feature and selecting the “Comma Separated Values (.csv)” File Format.
7. Go to the Tasks module.
8. Click the Import CSV or XLSX link. 

9. Click the Choose File button to browse for and select your saved spreadsheet.
10. Ensure that the Add New Tasks radio button is selected.
11. Click Import.

12. AppColl will now check the spreadsheet for any errors. Cells in Yellow are simply warnings and can usually be ignored. In the case below however, the Task Types may need to be edited to match exactly what is in AppColl. Otherwise, AppColl will create new Task Types based on the incorrectly spelled name or status. If this is what is desired, you may ignore the warning message.
13. If there are no Red errors, click the Import All Rows button. 

14. If there are Red errors, click the Pencil icon to correct the field. Cells in Red have an error that must be fixed.
15. At any time, you can click the Save and Validate button to see any fixed row's error disappear.
16. Once all errors are fixed and you are finished reviewing any Warnings, click the Import Valid Rows button. 

17. When the import is complete, you should see a message indicating success.