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Tasklists: Export and Import a Tasklist

Convergence Training Support
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Article Links Introduction | Export Tasklist | Edit the Tasklist Spreadsheet | Import a Tasklist |

The Express LMS is a basic feature LMS and does not include all the features of a full service LMS. The Express LMS does not include the ability to export tasklists.

 

INTRODUCTION

The LMS provides a method for you to export existing tasklists to perform bulk editing in a spreadsheet and then import the spreadsheet updating the existing tasklist with the your desired changes.  You can add new tasks and edit and delete existing tasks in the spreadsheet.

A tasklist does not need to be published to export.

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EXPORT A TASKLIST

Follow these steps to export a tasklist:

  1. Click the Administration tab at the top of the screen
  2. Click the Training Import and Creation link, then the Tasklist link on the left menu bar
  3. Search and locate the desired tasklist to be exported
  4. Click the Edit icon to the left of the desired tasklist
  5. Click the Export button located on the second button bar
    Note:  You must have your browser's pop-up blocker disabled to view the spreadsheet
  6. If Internet Explorer:
    1. Click the Open button at the bottom of the screen
    2. The file will open in Excel
    3. You may need to click the Enable Editing button to edit the spreadsheet
    4. Refer to the Edit Tasklist Spreadsheet article below to make the desired changes to the tasklist
    5. Save the spreadsheet to your local hard drive or network location being careful not to change the name
    6. Refer to the Import the Tasklist article below to import the updated tasklist
  7. If Google Chrome:
    1. The Excel file will appear as a button in the lower left corner of the Google Chrome browser
    2. Click the button to open the spreadsheet
    3. Refer to the Edit Tasklist Spreadsheet article below to make the desired changes to the tasklist
    4. Save the spreadsheet to your local hard drive or network location being careful not to change the name
    5. Refer to the Import the Tasklist article below to import the updated tasklist

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EDIT THE TASKLIST SPREADSHEET

Follow the steps below to add a new task, edit an existing task, or delete an existing task:

tasklist spreadsheet 1

Add a New Task

  1. Insert a row above the last row with a the ###### signs
    Note: Do not add any content in the spreadsheet following the pound signs.  This will insure your import will work properly
  2. Column A - ID: Leave blank
  3. Column B - Item Type  Enter either of the following - case sensitive - no spaces
    1. Tasklist:Informational
      Used to indicate an informational field
    2. Tasklist:Task
      Used to indicate a task
  4. Column C - Title: Enter a title if applicable, otherwise leave blank.  Not case sensitive and may use spaces.  132 character limit.
  5. Column D - Task: Enter the task. Not case sensitive and may use spaces.  Unlimited text field.
  6. Column E - Link URL: Enter a URL if applicable, otherwise leave blank.
  7. Column F - Required: Enter either of the following - case sensitive
    1. True
      Indicates the task is required
    2. False
      Indicates the task is NOT required
  8. Save the spreadsheet to your local hard drive or network location being careful not to change the name
  9. Refer to the Import the Tasklist article below to import the updated tasklist

Edit an Existing Task

  1. Make the changes to the any existing column
  2. Column A - ID: Do not edit this column
  3. Column B - Item Type  Enter either of the following - case sensitive - no spaces
    1. Tasklist:Informational
      Used to indicate an informational field
    2. Tasklist:Task
      Used to indicate a task
  4. Column C - Title: Enter a title if applicable, otherwise leave blank.  Not case sensitive and may use spaces.  132 character limit.
  5. Colum D - Task: Enter the task. Not case sensitive and may use spaces.  Unlimited text field.
  6. Column  E - Link URL: Enter a URL if applicable, otherwise leave blank.
  7. Column F - Required: Enter either of the following - case sensitive
    1. True
      Indicates the task is required
    2. False
      Indicates the task is NOT required
  8. Save the spreadsheet to your local hard drive or network location being careful not to change the name
  9. Refer to the Import the Tasklist article below to import the updated tasklist

Delete an Existing Task

  1. Delete the desired row using your Excel spreadsheet commands
  2. Save the spreadsheet to your local hard drive or network location being careful not to change the name
  3. Refer to the Import the Tasklist article below to import the updated tasklist

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IMPORT THE TASKLIST

Follow these steps to import the tasklist after you have made all your desired changes and saved the spreadsheet:

  1. Click the Administration tab at the top of the screen
  2. Click the Training Import and Creation link and then the Tasklists link on the left menu bar
  3. Search and locate the tasklist following the directions provided in Using Search article
  4. Click the Edit icon to the left of the desired tasklist
  5. Click the Import button located on the second button bar
  6. Click the Browse  button
    1. Navigate to the desired spreadsheet on your local hard drive or network location
    2. Click on the spreadsheet file
    3. Click the Open button in the lower right corner
    4. You will be returned to the Edit Tasklist screen in the LMS
  7. Click the Upload button to the right of the Browse button
  8. The new tasklist will be uploaded
  9. Click the Save button to save the changes
  10. Click the Publish button when you are ready to publish the new tasklist and assign it

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