Advanced Task Management - Bulk Task Creation: How To Review the Failed Projects IDs CSV Report

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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.

 

Once the bulk task creation is processed, and the status shows as🟠 Partially Completed or 🔴 Failed, any errors encountered during the operation will be listed in the FailedProjectsIDs.Csv file. To download the report, follow the steps below:

  1. Go to the Task Management menu, select Tasks, and then select the Bulk Task Creation tab.
  2. In the list, locate the entry with the 🟠 Partially Completed or 🔴 Failed status for which you want to download the report.
  3. Click the🟠 Partially Completed or 🔴 Failed status to open the pop-up window with the operations result.
  4. Click the Failed Projects IDs.Csv button to download the CSV file with the list of failed projects IDs.
  5. Open the downloaded report to review the errors.

7 STEPS

1. The first is select the Task Management option.

2. Select Tasks.

3. Select the Bulk Task Creation tab.

4. In the list, locate the entry with the 🟠 Partially Completed or 🔴 Failed status for which you want to download the report, and click its status.

5. Click the Failed Projects IDs.Csv button to download the CSV file with the list of failed projects IDs.

6. The report is downloaded in your device. Open it to review the errors.

7. That's it. You're done.

https://www.iorad.com/player/2614259/ATM-Bulk---003-Failed-Projects-IDs-CSV-Report?iframeHash=watchsteps-1&lang=en



Next step

This report contains the projects that failed to be processed. The report contains the following columns: Project ID, Project Name, Phase and, and Reason for failure, explaining why each project task was not successfully processed. Below are some common errors you may find in the report:

Reason for failure

Description
Incorrect Format

When the Project ID in the CSV is not valid, it has non-numeric characters or does not comply with the supported format.

Message: The Project ID is invalid because it contains non-numeric characters or does not follow the required format.
Duplicated Task

When the same task was already created for that Project ID in the CSV. 

Message: A task already exists for this Project ID.
Project ID Not Found

When the Project ID in the CSV does not exist in Filevine for the corresponding queue’s Project Type.

Message: ProjectId not found in Filevine for queue project type.
Unhandled Errors*

When an unexpected error occurs when processing a project ID in the CSV. 

Message: An error occurred: KeyError.

* If you experienced unhandled errors, please contact our Product Support Team.

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.