Task Categories Import
Assign task categories to existing firm task templates for the active tenant. Validation is performed before any update.
Download CSV template
Active tenant: {{ tenant_id }}. Required columns are service_code, task_name and task_category. Matching is intentionally strict so an incorrect category is never applied to the wrong task.
{% if errors %}
Import not applied
{% for error in errors %}- {{ error }}
{% endfor %}
{% endif %}
{% if imported %}
Task categories were updated successfully.
{% if summary and summary.existing_tasks_updated %} {{ summary.existing_tasks_updated }} existing generated task(s) were also synchronized.{% endif %}
{% endif %}
{% if summary %}
Unchanged
{{ summary.unchanged }}
Errors
{{ summary.errors }}
{% endif %}
{% if results %}
| Row | Service | Task | Category | Status | Result |
{% for row in results %}
| {{ row.row_no }} | {{ row.service_code }} | {{ row.task_name }} | {{ row.task_category }} |
{{ row.status }} |
{{ row.message }} |
{% endfor %}
{% endif %}
{% endblock %}