How to: Import Jobs
This guide explains how to import multiple jobs into Hellotracks at once, allowing for efficient bulk creation and flexible assignment.
Step 1: Go to the Dispatch menu, then click the Import jobs button.
Step 2: Import the information with a file upload or copy and paste the data directly into the provided spreadsheet.
Note: Templates are available to download. Simply click the Info about templates.
Step 3: Click Start Importing.
Note: You can choose to assign the jobs to team members now or later.
How to View the Imported Jobs
After importing, you can easily find them by:
- By going to All jobs, using the filter option and selecting Recent.
- Navigating to the Unassigned tab under Jobs in the Dispatch menu.
From there, you can assign them to team members whenever needed. To learn how to assign an unassigned job, click here.