Before importing tasks and sub-tasks into SafetyToolbox, please refer to our guide on Preparing to import tasks from Excel/ CSV file to ensure that your import file is correctly formatted.
Contents of this guide:
Importing tasks
1. From the tasks list, click the green [+] button (#1 in the screenshot below).
2. Select the profile you wish to add the tasks to (#2 in the screenshot below).
3. Click Import from CSV (#3 in the screenshot above).
4. Click Choose File (#4 in the screenshot above) and locate CSV import file from your device.
5. When you are happy to proceed, select 'Import Tasks' (#5 in the screenshot above).
SafetyToolbox will automatically validate the file, and if successful, will show a green banner to confirm the tasks have been imported (as shown in the screenshot above). Verify that all tasks and associated information are correctly reflected in the system.
If you have issues with the importing process, follow the steps in the troubleshooting section at the end of this guide.
Importing sub-tasks
1. To begin uploading your sub-tasks, first locate and open the task which you are uploading your subtasks into.
2. From the task page, click on the three dots (#1 in the screenshot below) which will open a drop-down menu.
3. Then click Import Subtasks (#2 in the screenshot below).
4. You will then be prompted to locate a file from your device. Click the 'Choose File' button (#3 in the screenshot below). Locate and select the CSV file from your device.
4. When you are happy to proceed, click 'Import Tasks' (#4 in the screenshot above).
5. SafetyToolbox will automatically validate the file, and if successful, will show a green banner to confirm the tasks have been imported (#5 in the screenshot below). Verify that all tasks and associated information are correctly reflected in the system.
Troubleshooting task imports
Should there be any problems with the task import, a red banner will show instead. If there are any issues with one task or sub-task, it will reject the entire file, and no tasks will be imported.
We recommend the following troubleshooting steps:
- Verify that the spreadsheet is a CSV file type (Microsoft Excel Comma Separated Values File).
- Verify that your CSV file adheres to the formatting guidelines provided by SafetyToolbox. Ensure correct column order, accurate column headings, and proper data types.
- Double-check the data entries in your CSV file. Ensure that mandatory fields, such as "title," are filled for all tasks.
- Ensure that there are no unexpected special characters, symbols, or extra spaces in your CSV file that might be causing parsing errors.
- Ensure that your spreadsheet software is up-to-date. Sometimes, compatibility issues arise due to outdated software versions.
If the error persists or if you are unable to identify the issue, reach out to SafetyToolbox support at support@safetytoolbox.co.uk. Please provide details of the error message and any specific steps you've taken.