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Import and export tasks and task types in Task manager

Last updated March 12, 2019 by Tekla User Assistance tekla.documentation@trimble.com

Software version: 
2019

Import and export tasks and task types in Task manager

Import and export tasks and task types in Task manager

You can import and export tasks and task typetask information that reflects the category into which tasks can be classified in order to apply the same settings to all of them

Examples of task types in the task manager include formwork, reinforcement, pour, and cast-in-place.

definitions as .xml files in Task manager.

Import tasks and task types

You can import tasks and taskin the task manager, a representation of a piece of work that needs to be carried out in order to complete a project

types from external project management software to Task manager. For example, you can import general building schedules from Microsoft Project, and further modify them in Task manager.

To open Task manager , click Manage on the ribbon and then click Tasks.

To Do this
Import tasks

You can import one task file at a time. The file can contain more than one task.

  1. Click> Import....
  2. Browse for the file to import.
  3. Select Import baseline dates to planned dates to import the baseline dates of tasks as the planned dates.

    By default, scheduled dates are imported to Task manager as planned dates.

  4. Select how the tasks are imported to Task manager :
    • Append imported tasks to scenario adds the imported tasks at the end of the task list.
    • Override existing tasks replaces the existing tasks with the imported tasks.

      The links between the existing tasks and model objects are not modified. Task dependencies are imported.

    • Override selected properties of existing tasks imports task properties.

      When you select this option, Task manager displays a list where you can select the properties.

      The links between the existing tasks and model objects are not modified. Task dependencies are imported.

  5. Click OK.

Imported tasks are marked as importedand lockedin Task manager.

Import task types

You can import one task type file at a time. The file can contain more than one task type.

  1. Click> Task Types....
  2. Click Import....
  3. Browse for the file to import.
  4. Select how the task types are imported to Task manager :
    • Override task types using the same name replaces the existing task types that have the same task type name as the imported task types.
    • Append imported task types adds the imported task types at the end of the task type list.
  5. Click OK.

Export tasks and task types

You can export tasks and task types from Task manager to external project management software.

To open Task manager , click Manage on the ribbon and then click Tasks.

To Do this
Export tasks
  1. Click> Export....
  2. Browse for the file to export.
  3. Click Save.

    Task dependencies are exported.

    If the tasks contain only planned dates, they are exported as scheduled dates. If the tasks contain planned dates and actual dates, the planned dates are exported as baseline dates and the actual dates as scheduled dates.

Export task types
  1. Click> Task Types....
  2. Click Export....
  3. Browse for the file to export.
  4. Click Save.

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