How to add users in bulk into Automate Tasks App?

You can read the guide to learn how to add users in bulk in the Automate Tasks App: Utilizing this feature allows for significant time savings when adding multiple users, such as a team of 20 members, without the need to fill out individual forms for each user.

• Log in to the Automate Tasks App using your registered credentials and navigate to My Team

• Click the Upload User button to add your team members in bulk. Ensure the number of users aligns with your subscription plan. 

• You will see two options: uploading a CSV file and Downloading a sample. The sample provides a template for the CSV in Google Sheet file format.

• The button will guide you to create a copy of a Google Sheet to populate data correctly. If logged into a Google account, it directly opens the Google Sheet.

• If not logged in, sign into a Google account to use this feature. The Google Sheet contains two tabs: Instruction and User Data.

• The instructions tab provides guidance on using the sheet. In the User Data tab, you will find several headers for data entry.

• Fill in each column under the headers, do not disturb any headers. Entering data in the first cell will turn the corresponding row red, indicating that all cells in the row require data.

• The sheet includes validations for correct email formats and mobile numbers. Select the country and enter the user's mobile number.

• Assign a role to the user ,set password and the reporting manager then grant access to the task app. Next, add another user.

• Fill in the remaining details, left no blank cells to any user's row, all the rows with entries should turn Green before saving file.

•  Once all user details are entered, download the file in CSV format.

• Use the downloaded CSV to upload data to the app. Return to the My Team page and Upload the CSV file. Click "Upload CSV" and select the file you downloaded.

• Upload the file, which will take a few seconds to process the data. You will see three options: number of users added, skipped users, or failed users. This helps track data additions.

• If a user is skipped, such as Harsh, who already exists in the app, it indicates non-unique usernames, contact numbers, or email IDs.

Rest of the users are added with their respective roles in the application. This concludes the user addition process.

Updated on: 11/07/2025