Advanced Task Management - Bulk Task Creation: Overview

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Who can use this feature?

Neodeluxe users with an ATM Admin or ATM Manager role.
For more information about roles please visit:
Advanced Task Management Roles and Permissions.

 Overview

The Advanced Task Management Bulk Task Creation feature enables users to generate a queue's task in bulk across different Filevine projects. Uploading a properly formatted CSV file contributes to quicker and more efficient large-scale operations management. 

Bulk Task Creation Interface


Navigate to Task Management > Tasks, and select the Bulk Task Creation tab. 

The following elements are displayed in the Bulk Task Creation page:

Element Description
1.Refresh Button to refresh the Charge Operations table. For rows with In Progress status, the displayed number of uploaded tasks will be updated based on the processed tasks when the button is clicked.
2.Upload CSV

This button opens the Bulk Task Creation pop-up, where you can:

  • Select an Advanced Task Management Queue.
  • Download a valid CSV Template for the selected queue.
  • Upload a CSV file containing Filevine projects for which the queue’s tasks will be generated.

When a task creation operation is currently In Progress, the Upload CSV button is DISABLED for ALL users.

Additionally, the Charge Operations table displays details of the 10 most recent bulk upload operations (If no entries were processed, this table is empty).

Each row represents a CSV file that has been uploaded and processed based on the selected queue. The table includes the following columns:

Column Description
4. Queue Name Displays the name of the queue containing the bulk-generated task for the Filevine projects in the CSV file.
5. Uploaded Date Displays the date when the upload was performed. 
6. Uploaded Hour Displays the hour when the upload was performed. 
7. Tasks Uploaded Displays the number of successfully uploaded tasks. 
8. Status

Displays the status of the operation based on the processing result. Possible statuses are:

🟢 Completed: Tasks were successfully created for ALL projects in the CSV file.
🟠 Partially Completed: Tasks were created for SOME of the projects, but some rows couldn’t be processed due to data errors.
🟡 In Progress: Task creation is currently underway.
🔴 Failed: Task creation failed for ALL projects in the CSV file.

Have Questions or Issues?

If you have any questions or you are experiencing issues with accessing or using Neodeluxe Advanced Task Management, please contact our Product Support Team:

Our Product Support Team is available Monday through Friday, from 8:00 AM - 5:00 PM CST.