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.
 



    Access your files securely from anywhere

          Zoho Developer Community




                                    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

                                                • 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
                                                • 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 #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 Campaigns Resources


                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • How to Display a Logo Image on a Public Form?

                                                                                                    I would like to display a logo image in the header of a form. To achieve this, I added an Add Notes field to the form. The code below works perfectly for Zoho users accessing the form. However, when the form is made public, the image does not load properly:
                                                                                                  • Creating a Zoho Online Meeting in a Blueprint

                                                                                                    We are looking for an easy solution to schedule online meetings in a blueprint and ran into the same problem discussed in this topic: https://help.zoho.com/portal/en/community/topic/custom-function-to-set-meeting-to-online-meeting (After connecting Zoho
                                                                                                  • Enabling 'From Number' and 'To Number' fields in the Calls module

                                                                                                    Hello everyone, We've added "To Number" and "From Number" fields in the Calls module as part of our latest update to provide users with the option to enable or disable them through the Calls Preferences tab. When enabled, these fields will be displayed
                                                                                                  • Workaround for Zoho Inventory changing previous Fiscal Year Trial Balance in QBO

                                                                                                    We've run into an issue where Zoho Inventory syncs to QBO and makes adjustments to journal entries from previous fiscal years. Fiscal Year End reporting has been long completed, but the Trial Balance keeps changing. Zoho does not have a fix for this,
                                                                                                  • Route Optimizer

                                                                                                    Does Zoho Inventory offer route optimization for our in-house deliveries? It will save us time to manually route our daily orders. Thank you
                                                                                                  • Can documents attached to different ZohoForms automatically go to different OneDrive folders?

                                                                                                    Hi there, I set a workflow to track and store applications coming in from our website. I created two different Zoho forms, one for unsolicited applications, one for applications to job postings. After any of the forms has been filled in, a new record
                                                                                                  • TeamInbox down?

                                                                                                    Hi everyone, we are getting message "Sorry, this action cannot be performed due to an internal error. Please try again later. We are on the Canadian data centers. Can someone please confirm if the service is down? Thank you! F
                                                                                                  • Purchase Requisition in Zoho Books

                                                                                                    I want to understand if Zoho Books is having the following workflow: PR ( Purchase Requisition ) >> PO ( Purchase order) >>  GRN/SRN ( Goods/Services receipt note) >> Bill
                                                                                                  • Confirmation prompt before a custom button action is triggered

                                                                                                    Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is
                                                                                                  • Marketer's Space: Streamline marketing and sales by integrating ZMA's Planner with Zoho CRM

                                                                                                    In a competitive market, clear goal-setting and seamless campaign execution are crucial for marketing and sales alignment. When integrated with Zoho CRM, Zoho Marketing Automation's Planner enables marketers to create, manage, and measure campaigns effectively
                                                                                                  • Custom emails for Portals not working

                                                                                                    I changed the standard templates to custom email templates for all three options, but the invitation is still sending the original email layouts. Anyone know why this would be happening? I changed them 2 days ago.
                                                                                                  • Switching scheduled webinars from Live to On-demand

                                                                                                    Now that On-Demand webinars has been added as an option for webinar presenting, is there a way I can edit already scheduled webinars from Live to on-Demand? These scheduled webinars already have people registered. Thanks
                                                                                                  • Zoho CRM v2.1 deprecation or sunset plans ?

                                                                                                    Hi Team Wanted to know if there is any plan to deprecate v2.1 CRM apis https://www.zoho.com/crm/developer/docs/api/v2.1/ and if yes by when
                                                                                                  • Forex Bank Refund Entry

                                                                                                    Hello, please advise how to enter refunds from our bank forex department. The refund was because we were on preferential rates but at the time of USD purchase were not given the preferential rate, therefore the bank calculated the excess that we paid
                                                                                                  • Auto-Populating Custom Field

                                                                                                    This is to request a feature enhancement for our invoicing system. We're currently creating invoices with a single item per invoice and have a custom field called "Related Vehicle." We would like the "Related Vehicle" field to be automatically populated
                                                                                                  • How can i Customize Delivery Note?

                                                                                                    I need to customize delivery note like change the tittle for language purposes and also include only the balance due
                                                                                                  • Delivery note template

                                                                                                    We have some reasonable templates for sales docs but the delivery note one is very limited. It would be nice if we could have the same options as the sales form templates or even create our own by cloning an existing sales template, modifying (ie: removing
                                                                                                  • INTERCOMPANIES INVOICING

                                                                                                    Dears , I paid expenses on behalf of our sister company from my cash account , then month End i issued an invoice to the sister company , my question is how to put the expenses GL in the invoices
                                                                                                  • Zoho CRM Theme Color?

                                                                                                    I've read multiple articles stating it's possible to change Zoho CRM theme colour (top menu bar) from personal settings menu, however, my zoho has no options for this at all and I've looked everywhere........has this feature been removed? I'm currently
                                                                                                  • How can i force the user to select a project when creating an invoice ?

                                                                                                    Hello I tried all the ways that i know , but no way is able to stop creating an invoice without project.
                                                                                                  • Sales

                                                                                                    1/ How can I make a discount on invoice exmple : invoice 5,100 le , custmar pay 5000 and I need to make this 100 le as a discount , how can i make it ?! 2/ Is thare any report can make me match my company’s balance with the customer’s balance?
                                                                                                  • Include Project Hours when Creating Estimates from Projects

                                                                                                    Hi Currently, in Books, you can create estimates from Projects by inserting tasks that pull both the task and the hourly charge rate. But it doesn't pull the budgeted hours for the task, so you manually have to remember the number of hours for a given
                                                                                                  • acc

                                                                                                    Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on pay//
                                                                                                  • South African Payment Gateways

                                                                                                    Since the "Demise" of Wave many South African users have moved over to Zoho and yet for years users have been requesting Integration with a South African Payment Gateway to no avail. Payfast was the most commonly requested gateway as it supports recurring
                                                                                                  • CRM Implementation

                                                                                                    I need to implement Zoho CRM. Is there a useful user manual available to guide me through the implementation?
                                                                                                  • Zoho Social integration with Zoho Flow

                                                                                                    Is there any plans for Zoho Social integration with Zoho Flow?
                                                                                                  • Marketing 2.0 has been a catastrophe

                                                                                                    Anyone else having significant issues with their link between their CRM and Marketing automation since moving to version 2.0? We had an easy flow for triggering leads in the CRM to journeys in Marketing Automation but now nothing seems to work properly.
                                                                                                  • Cannot average "Duration (Time)" from Pick List History Tracking in Reports

                                                                                                    Okay, let's say I have a custom module. In this custom module I have a pick-list named "Status" with "New", "In-Progress", "Completed" values. I also have turned ON pick-list history tracking and chose "Time" to track the duration in (instead of "Calendar
                                                                                                  • Customer Statement Template

                                                                                                    Hi. how can i add order number "customer LPO number" in the customer statement. regards
                                                                                                  • Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures

                                                                                                    Update: The Authorize.Net integration was updated on November 20, 2024. To prevent recurring transaction failures, we recommend disabling the Transaction IP Velocity Filter at the earliest. We’re updating the Authorize.Net integration in Zoho Books on
                                                                                                  • Need to send a single email to up to 20 recipients

                                                                                                    I want to send a single email to ~16 or 20 recipients. It appears that I cannot do this in Zoho email as it gets flagged as unusual activity. I need to be able to communicate with this group on a regular basis. What am I missing that Zoho doesn't allow
                                                                                                  • Unable to Schedule One-to-One Emails in Zoho CRM

                                                                                                    Hi everyone, I’m using the Zoho CRM Professional Edition and facing an issue with scheduling one-to-one emails directly from CRM. While I can send immediate emails without any problem, I don’t see an option to schedule these emails for a later time. I’ve
                                                                                                  • Canvas Detail View Related List Sorting

                                                                                                    Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?
                                                                                                  • Repeatable Fields/Sections in Zoho CRM

                                                                                                    Hi Zoho Team, We have a module in CRM named "Clients". We would like to know whether it is possible to have a feature enables us to have repeatable sections in our clients' profiles? For example, if we customized a section in the clients' profiles named
                                                                                                  • Zoho Analytics: Requests for view access

                                                                                                    Hello, We have a user that might request access to a certain view, report etc. However this request for access is being sent to different admins within the workspace, is is possible to set who the "approver" is of these requests? If not what are the rules
                                                                                                  • Boolean Fields in Mail Merge Displaying as Checkmarks

                                                                                                    I'm really liking the new mail merge functionality. It's replaced the Zoho Sign extension for us. One problem I've seen is that boolean operators (i.e. Checkbox fields) in CRM merge as "True" or "False". This looks a little ugly in my final document — is there a way I can get those to display as checkboxes?
                                                                                                  • Formula in Sub Form

                                                                                                    Hello - I have created a sub-form and the data is going to be insurance policy information. However some of the policy amounts are based on a percentage of a main coverage. For example, Debris removal coverage is 5% of the main dwelling policy. Is there
                                                                                                  • Email alias already exist

                                                                                                    Hello, I'm getting an error message the email alias already exist when attempting to add 2 email addresses. The emails are associated with an account I deleted. I started a new account and need to add them back to get 1 email at each. I have an open ticket
                                                                                                  • Migrate emails from a shared mail box to a private mail box

                                                                                                    How is possible migrate a shared mail box if the migration tool require a password, and the shared mail dosent have ?
                                                                                                  • Support poor service

                                                                                                    I just wanted Zoho support to give me some more concrete answers. I’m facing SMTP error issues, and they told me that the South American IP was experiencing problems, but they didn’t provide an estimate for when it would be resolved. Now my company is
                                                                                                  • Next Page