How do I recreate deleted tasks?

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Overview & background

 

Deleting content in Fieldwire is a permanent action, so there is no way to quickly "undo" if you delete a task. However, if you have a premium Fieldwire account, you are able to use our built-in task importer feature to recreate any tasks that may have been deleted in error. 

 

Action 1 - Generate a CSV report

 

You can do this by going to the Tasks page and clicking the "Generate Reports" button at the top of the page. When the report template appears you complete the following steps.

 

Step 1:

Select "CSV Report" from the available report types.

Step 2:

Be sure to also select the "Deleted content" checkbox right beneath it.

Step 3:

Under the Task Filters, click on the "Status" filter and select all options (P1, P2, P3, Completed, and Verified).

Step 4:

Add the relevant recipients and click on the 'Send now' button on the lower right part of the box.

 

Be sure to select all the options selected in the image below

to_include.png

 

Action 2 - Sorting and organizing the CSV report data

 

Once you've received your report via email, you can open up the report and do the following.

Step 1:

Sort by "Deleted Date" so that all of your deleted tasks are grouped together.

Step 2:

If necessary, change the date format to YYYY-MM-DD (this is needed in order for our software to import the tasks correctly). You can do this by right-clicking on the cells in question, selecting "Format Cells," and then "Custom." You can then enter the YYYY-MM-DD format and save it.

 

 

Reformatting the dates

 

Screen_Shot_2017-04-20_at_3.24.08_PM.png

 

Step 3:

Use your cursor to select all of the rows in your deleted tasks so that you make sure you have all of the required data to recreate the tasks in your project. Then, copy the data.

 

Action 3 - Using the + Import Tasks feature

 

Step 1:

Once you have copied all of that deleted task data, look at the top of the Tasks page in your project and click on the "Import Tasks" button. It should be right next to the "Generate Reports" button that you clicked in the beginning.

 

 

Step 2:

When you see the Task Importer template open, paste the copied data from your spreadsheet report into the template, then press the blue "Import Tasks" button at the top of the template.

Note: Keep in mind you may not need all of the data from the rows/columns in the CSV to paste into the Task Importer template - make sure you check the column headers in the Task Importer template to know what data to paste where.

 

Import Tasks feature with tasks attributes outlined in red

task_import_columns.jpg

 

Tip: If you see a cell in the template highlight in red, that means you pasted incorrect data and should try again.

Note: Cells highlighted in red can also mean that you've pasted in information, such as categories or plans, that don't yet exist within the project. In these situations, make sure to add the categories, plans, etc. into the project prior to importing your tasks to resolve this problem.

Step 4:

Once you've pasted all of the necessary data into the template, click the blue "Import Tasks" button in the top right corner of the template. You should now have your deleted tasks recreated once again in your Fieldwire project.

 

More Information 

 

 

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