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# How to upload tasks in bulk?

|| Steps to upload task in bulk using Automate Tasks App:

You can read the guide to learn how to upload tasks in bulk using the Automate Tasks App:

* **Log in** to the **Automate Tasks App** using your registered credentials.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/b/4/c/6b4c78051e742000/login_1lt38fs.png)

* Navigate to the **Settings** section from the main menu.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/b/4/c/6b4c78051e742000/go-to-settings_1giatp3.png)

* Click on **Import Tasks** to access the bulk upload option.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/b/4/c/6b4c78051e742000/go-to-import-tasks_14mkt4m.png)

* **Download the template file** provided for task import.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/b/4/c/6b4c78051e742000/download-template_w12vd2.png)

* Open the downloaded file and **make a copy of the Google Sheet** to begin editing.



![](https://storage.crisp.chat/users/helpdesk/website/-/6/b/4/c/6b4c78051e742000/make-copy-and-open-downloaded-_1ag23wd.png)

* **Copy the account data** from the downloaded file.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/b/4/c/6b4c78051e742000/copy-data_z0ta1n.png)

* Paste the copied data in the settings sheet of google sheet.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/b/4/c/6b4c78051e742000/paste-the-data-in-settings-she_bqcmwh.png)

* Fill in the task details in the **“Tasks” sheet** and Assign tasks for Different **Frequencies**. Let's see a task as a **Weekly,** as soon as you select the Frequency the **Dropdown** value in the Next Column gets changed accordingly to help you assign a task in the same frequency
**      __Weekly Task__ :  Choose a day from the Week. You can choose multiple days if needed.  Notice the header of next column to Frequenc**y                                                                                                                                                                                          
      ![](https://storage.crisp.chat/users/helpdesk/website/-/6/b/4/c/6b4c78051e742000/image_1gkq3w.png)


* As soon as you change the frequency for the next task the Column header will be changed and you will get Dropdown according to the selected Frequency
**Monthly Task : Choose a Date from the month to repeat the task. You can choose multiple dates if needed.**


![](https://storage.crisp.chat/users/helpdesk/website/-/6/b/4/c/6b4c78051e742000/image_1xrlg1c.png)



* As soon you **Choose a new frequency** the previous column gets hidden so that there is confusion for the next value, as we chose **Once** here so next columns with week days and monthly dates are **hidden** now.
![](https://storage.crisp.chat/users/helpdesk/website/-/6/b/4/c/6b4c78051e742000/image_uikmzu.png)



* Now fill in the task details in the **“Tasks” sheet** as per the required format. Once completed, **download the file in CSV format** from Google Sheets.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/b/4/c/6b4c78051e742000/image_viodj6.png)


* Return to the **Automate Tasks App**, go to the **Import Tasks** section, and **upload the CSV file.**

![](https://storage.crisp.chat/users/helpdesk/website/-/6/b/4/c/6b4c78051e742000/click-on-upload_nwasv1.png)