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If possible I would like to show completed tasks using a colour (GREEN) and tasks not completed (RED).
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Enter data onto cloud-based truck scheduling program.Below is my current process that I am trying to automate. Or if something other than an excel file would work better to capture this data, I would be happy to take suggestions. Looking at what tools are available to me I think a flow would work best from an excel to a planner task. We want to see this in a calendar format. I then need to get this info on a platform where I can track my dates, status, and other details. I am trying to consolidate steps as I need to mirror entries from an independent cloud program to the excel list. I have an excel list I use to track truck moves, quotes, dates, and material. If unsuccessful, review your Import file, make sure that the data is in the correct format and try again.I am having similar questions with the use of flow. You will need to manually refresh the page to see the results of your last import. When finished, you will be presented with the results under the section "Last Import Results". The Project Import Wizard will begin importing your file.Click on Upload Files and then select your import file.Click on the App Launcher and enter "Project Import Wizard" in the Quick Find box.CSV file using the Inspire Planner Project Import Wizard. This section will walk you through how to import your. There is a second file called "Inspire Planner - Project Import Template - Definitions" that provides additional details on how the template should be populated. CSV format and needs to follow the attached template (see attached Template called "Inspire Planner - Project Import Template" at the bottom of this help article).
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The first step is to prepare your Import file. To disable triggers, please see Disable Triggers for Data Migration. It is recommended that you temporarily disable triggers within Inspire Planner prior to migrating data.If you have Tasks that do not have Predecessors and your Project Scheduling Mode is defaulted to "Automatic", you need to set the Constraint for these Tasks as "start no earlier than" and set the Constraint Date with the same value as the Start Date, on the import file.Please see Project Import Wizard Configuration Guide. Please make sure you've completed the necessary configurations for the Project Import Wizard.If the Project already exists, we recommend using Salesforce Data Loader instead. The Project Import Wizard will always create a new Project and should not be used to import Tasks into an existing Project.The Inspire Planner Project Import Wizard will let you import the following data: For more information on importing Projects using Salesforce Data Loader, please see Data Import Guide. If you would like to import data outside of what the Project Import Wizard supports, we recommend using Salesforce Data Loader instead. However, there are limitations to what you can import for Projects and Project Tasks. The Project Import Wizard is a simpler method for importing Projects. You can import Projects into Inspire Planner either using the Inspire Planner Project Import Wizard or using Salesforce Data Loader.