Tip #48: Create tasks easily by Importing Cards in Qntrl

Tip #48: Create tasks easily by Importing Cards in Qntrl

Have you got loads of tasks that you currently manage in your excel sheet on a day-to-day basis? Well, your daily task management has just got easier as you can import them into Qntrl to create Cards!
To make the process easier, we recommend preparing your excel sheet in the below format:
  • The first row in the sheet should be defined as the title for the fields.
  • Ensure that there are no empty rows or columns in the data section of the file.
  • If there are multiple values for a given field, it must be comma-separated.

Once your excel sheet is ready to be imported, click (three dots) icon in the top-right corner of the Cards page and select Import Cards. After uploading the file, you can now select the fields of the form and map them relevantly to the file headers. Note that the mandatory fields in the form ought to be mapped.

Once you configure the details, an import is scheduled and you will be emailed about the status of the card. Importing cards helps automate and monitor the card progress more conveniently.
Try to import cards and explore unique ways to automate your business process. Leave your comments below or email us at support@qntrl.com.

                            Zoho Desk Resources

                            • Desk Community Learning Series

                            • Digest

                            • Functions

                            • Meetups

                            • Kbase

                            • Resources

                            • Glossary

                            • Desk Marketplace

                            • MVP Corner

                            • Word of the Day

                                Zoho Marketing Automation

                                        • Sticky Posts

                                        • Qntrl's 2023 year in review

                                          This year has been all about analyzing our customer feedback and building a resilient and solution-driven product from it. As a result of this work, we're happy to announce that a whole new version of Qntrl is getting ready for release soon. This new
                                        • Tip #61: 5 different ways to create Cards in Qntrl

                                          Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginning
                                        • Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly

                                          Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them.   Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templates
                                        • Tip #17: Stay informed of significant business impact using Orchestly

                                          With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates.   Orchestly recognizes such requirements and provides adaptable solutions for all business
                                        • Onboard faster with Orchestly's Tutorials

                                          We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly.   Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management.   We're looking forward to document more customer-centric

                                        Manage your brands on social media

                                                Zoho TeamInbox Resources

                                                  Zoho DataPrep Resources

                                                    Zoho CRM Plus Resources

                                                      Zoho Books Resources

                                                        Zoho Subscriptions Resources

                                                          Zoho Projects Resources

                                                            Zoho Sprints Resources

                                                              Qntrl Resources

                                                                Zoho Creator Resources

                                                                  Zoho WorkDrive Resources

                                                                    Zoho Campaigns Resources

                                                                      Zoho CRM Resources

                                                                      • CRM Community Learning Series

                                                                        CRM Community Learning Series

                                                                      • Tips


                                                                      • Functions


                                                                      • Meetups


                                                                      • Kbase


                                                                      • Resources


                                                                      • Digest


                                                                      • CRM Marketplace

                                                                        CRM Marketplace

                                                                      • MVP Corner

                                                                        MVP Corner

                                                                            Design. Discuss. Deliver.

                                                                            Create visually engaging stories with Zoho Show.

                                                                            Get Started Now