I have tried making current and adding form and completing - doesn't trigger date change.
is there a way to bulk add a one task template and set it to complete? I REALLY REALLY don't want to manually go into each project and add a task and complete.
and No we do not have fusion =(
help???
Solved! Go to Solution.
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here's a bare minimum kickstart file. You don't need a lot of info going in there. Probably just add a planned completion date or whatever. Try it with one task and see if you can get it to work.
Hi @TegwynSt1,
If these 700 projects were all originally based upon a common Template, I invite you to consider:
Regards,
Doug
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If I had to guess who I might hear from on this it would be you and Skye lol.
Thank you Doug - we are over budget right now as it is but I will take a look - whatever we do it has to be done early next week.
Can you use a kickstart to add the task?
Hi Skye! - this seems promising? but I haven't had much practice using them. I'll have to do a little research.
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here's a bare minimum kickstart file. You don't need a lot of info going in there. Probably just add a planned completion date or whatever. Try it with one task and see if you can get it to work.
Thank you Skye!!!!
I tested it out in sanbox and it worked PERFECTLY!!!
I can't tell you how excited I am to use this today in production and let the magic free me of over probably 10 hours of tedious manual task adding and completing!
Hi - is it all the same date?
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@ChristinaJay I am doing in batches but date didn't matter to me, as long as it was "now" or "this week" for an automation to pick them up.
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I use an excel file similar to what Doug suggested - I paste the project #s into a column and through concatenation and what not it will give me the text mode for the filter. Then I just edit in bulk.
If you think that would be helpful, happy to share.
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Thank you but the kickstart skye suggested worked like magic!
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