Base Wework : Update Custom fields of tasks from Excel in

Sửa đổi trên: Sat, 7 Tháng 12, 2024 tại 10:57 SA

In case you need to update the custom field of a series of tasks on Wework, you can update using Excel to save time.

First, access https://wework.base.vn/ and go to the project/team that needs to be updated, then follow these instructions: 

Step 1 : Go to the Setting page of that project/team>> Update the custom fields of the tasks from Excel >> select Open form update and click Download to download the sample file to your computer.

Step 2 : Enter information into the sample file you just downloaded.  

-  Task Code (ID) column : The task ID is taken from the end of the task's URL link. 

For example: You open the task that needs to update the custom fields, copy the last number on the URL link of that task as shown below:

Quick tip to get the Task ID and custom fields of the tasks that need to be updated by exporting the task to Excel:  

Select to export the custom fields:  

In the exported file, you can copy the Task Code (ID) information and the content of all custom fields to paste into the information entry template file and easily edit the content that needs to be changed.

Note:  In case you only need to edit some custom fields, the rest of the custom fields remain the same:

• You need to fill in all the information fields without changing. You can copy from the excel export file according to the tips at the end of the article to save time.
• If the custom field content is left blank, the system will update the custom field content in the task to empty information.

Step 3 : After completing the data in the file, on the Open form update sreen, upload the file. 

Select file >> click Continue and Import to complete the update

After successful update, the jobs will be updated with the corresponding custom fields:  

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