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.

            • Sticky Posts

            • 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
            • We’d love to hear your thoughts

              Orchestly has been successful in providing workflow automation solutions across different verticals for more than a year. We are constantly exploring new solutions for our customers in the form of new features and enhancements.    We value customer opinion
            • Work remote using Orchestly

              As the current global pandemic forces us in the confinement of our homes, businesses around the world are looking for ways to automate and track their everyday work. We, at Orchestly, have been effective in coordinating our releases even from scattered workspaces using our very own orchestration software.   Here's a sneak peek of how Orchestly helps our teams to plan, collaborate, and automate the processes. Product Manager's (PM) Blueprint  Purpose: To approve new features, prepare UX design, develop,

            Zoho Pagesense Resources

              Zoho SalesIQ Resources

                    Zoho TeamInbox Resources

                      Zoho DataPrep Resources

                        Zoho CRM Plus Resources

                          Zoho Books Resources

                            Zoho Subscriptions Resources

                              Zoho Desk Resources

                                Zoho Projects Resources

                                  Zoho Sprints Resources

                                    Qntrl Resources

                                      Zoho Creator Resources

                                        Zoho WorkDrive Resources

                                            Zoho Campaigns Resources

                                              Zoho CRM Resources

                                                      Design. Discuss. Deliver.

                                                      Create visually engaging stories with Zoho Show.

                                                      Get Started Now

                                                        Zoho Show Resources