Anyone can import a list of tasks by clicking on the icon below in Task Viewer.
Here are instructions for the import template:
| Field | Input Option | Definition | Example | Next Steps |
| Task List Name | Free Text | Monthly Standard Jes | ||
| Task Sublist Name | Free Text | Accrual Entries | ||
| Task Name | Free Text | Payroll Accrual | ||
| Custom Field 1 | Free Text | JE Number | ||
| Custom Field 2 | Free Text | Invoice Number | ||
| Description | Free Text (Optional) | Calculate payroll accrual from ADP weekly report | ||
| Assigned To | Email address of assignee | This is the person who is responsible for completing the task. Multiple individuals can be assigned. | jane.doe@acme.com | If Assigned to is populated, you must complete Task Due Days Basis and Task Due Days fields. |
| Reviewer | Email address of reviewer (Optional) | This is the person who is performing the first level review of the task. Multiple individuals can be assigned. | dale.white@acme.com | If Reviewer is populated, you must complete Assignee Due Days Basis and Assignee Due Days fields. |
| Approver | Email address of approver (Optional) | This is the person who si performing the second level review of the task. Multiple individuals can be assigned. | bob.smith@acme.com | If Approver is populated, you must complete Reviewer Due Days Basis and Reviewer Due Days fields |
| Notify | Email address (Optional) | Besides the Assignee(s), Reviewer(s), Approver(s), Task Creator and System Admin, anyone else who needs to see/access this task needs to be set up as a notifier. Multiple individuals can be assigned. | kathy.jones@acme.com | |
| Recurrence Type | Every Rec Period | Every month | Get statement each month from corresponding bank | POPULATE -- Assignee Due Days, Task Due Days LEAVE BLANK -- Recurrence Frequency, Period #, Task Due Date, Assign Due Date |
| Quarterly | Four times a year (does not have to be following quarter-end date). | Call reporting that's due 30 days after quarter end | POPULATE -- Period#, Assignee Due Days, Task Due Days LEAVE BLANK -- Recurrence Frequency, Task Due Date, Assignee Due Date | |
| Annually | Once a year | Prepare 1099s | POPULATE -- Period#, Assignee Due Days, Task Due Days LEAVE BLANK -- Recurrence Frequency, Task Due Date, Assignee Due Date | |
| Multiple Rec Period | Multiple times a year | An activity that happens 3 times a year | POPULATE -- Period#, Assignee Due Days, Task Due Days LEAVE BLANK -- Recurrence Frequency, Task Due Date, Assignee Due Date | |
| No Recurrence | No frequency | A one-time activity | POPULATE -- Recurrence Frequency, Assignee Due Days, Task Due Days LEAVE BLANK -- Period #, Task Due Date, Assignee Due Date | |
| Custom | Ad hoc frequency | Activities that will be performed twice this year with different dates | ||
| Recurrence Frequency | Date | When Recurrence Type is Custom, this will be the period end date(s) that this task should be due. | 09/30/2025 | |
| Period # | Number | When Recurrence Type is Quarterly, Annually or Multiple Rec Period, this will be the period numbers separated by commas | 1,3,8 | |
| Task Due Date | Date | This is the task due date when the Recurrence Type is No Recurrence | 08/31/2026 | |
| Reviewer Due Date (populate only if there are Approvers assigned) | Date | This is the task due date when the Recurrence Type is No Recurrence and an Approver is assigned | 08/31/2026 | |
| Assignee Due Date (populated only if there are Reviewers assigned) | Date | This is the task due date when the Recurrence Type is No Recurrence and a Reviewer is assigned | 08/25/2026 | |
| Task Due Days | Number | This is the day the task is due each month. | 25 (meaning 25 calendar or business days after month-end) | |
| Task Due Days Basis | Select Period End Date of Month-End Date | If task due days are calculated based on period-end date, then selecte Period End Date. If task due days are calculated based on month-end date, then select Month End Date. | ||
| Task Due Days Skip Number | Number | Number of months skipped. This field is relevant if there is a task that is due on the last day of the month/quarter (day 30 or day 31) | "0"--Don't skip any months "1"--Skip 1 month. So a task that has due day of +1 with a +1 skip means that the task is due on the last day of the following month. | |
| Assignee Due Days (populated only if there are Reviewers assigned) | Number | The day the task is due each month. Assignee due day must come before Task Due Day and Reviewer Due Day. | 5 (meaning 5 calendar or business days after month-end) | |
| Assignee Due Days Basis (populated only if there are Reviewers assigned) | Select Period End Date of Month-End Date | If task due days are calculated based on period-end date, then selecte Period End Date. If task due days are calculated based on month-end date, then select Month End Date. | ||
| Assignee Due Days Skip Number (populated only if there are Reviewers assigned) | Number | Number of months skipped. This field is relevant if there is a task that is due on the last day of the month/quarter (day 30 or day 31) | "0"--Don't skip any months "1"--Skip 1 month. So a task that has due day of +1 with a +1 skip means that the task is due on the last day of the following month. | |
| Reviewer Due Days (populated only if there are Approvers assigned) | Number | The day the task is due each month. Reviewer Due Day must come after Assignee Due Day and before Task Due Day. | 15 (meaning 15 calendar or business days after month-end) | |
| Reviewer Due Days Basis (populated only if there are Approvers assigned) | Select Period End Date of Month-End Date | If task due days are calculated based on period-end date, then selecte Period End Date. If task due days are calculated based on month-end date, then select Month End Date. | ||
| Reviewer Due Days Skip Number (populated only if there are Approvers assigned) | Number | Number of months skipped. This field is relevant if there is a task that is due on the last day of the month/quarter (day 30 or day 31) | "0"--Don't skip any months "1"--Skip 1 month. So a task that has due day of +1 with a +1 skip means that the task is due on the last day of the following month. | |
| Day Type | Select Calendar Days or Business Days | Tell ART whether to calculate task due days based on calendar or business days. Business day calculation will also take into account any holidays that are loaded into ART. | Business Days | |
| Rec Group | Free Text | Leave blank if not applicable. Otherwise, enter the Rec Group exactly as is named in ART. | Acme Company |
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article