{% extends "base/layout.html" %} {% block content %}

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
{% 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 %}
Rows
{{ summary.total }}
Ready
{{ summary.ready }}
Unchanged
{{ summary.unchanged }}
Errors
{{ summary.errors }}
{% endif %} {% if results %}
{% for row in results %} {% endfor %}
RowServiceTaskCategoryStatusResult
{{ row.row_no }}{{ row.service_code }}{{ row.task_name }}{{ row.task_category }} {{ row.status }} {{ row.message }}
{% endif %}
{% endblock %}