Task Imports

Overview

If you have task data to migrate to Learn Amp—particularly tasks with individualised due dates—the Task Import feature allows bulk uploads with flexible deadline and recurrence settings per user. This is ideal for compliance training where due dates vary based on each user's previous completion.

💡 Tip: Task imports are performed by Learn Amp (your Implementation or Customer Success Coach) on your behalf.

What You Can Do

Create tasks for named individuals with personalised due dates
Set different deadlines based on each user's compliance schedule
Configure recurring tasks with custom frequencies
Import completed tasks to preserve historical records
Control notification settings per task

When to Use Task Import

Scenario	Recommendation

Scenario	Recommendation
Same deadline for all users	Create tasks directly in Learn Amp (no import needed)
Individualised deadlines per user	Use Task Import
Migrating from another system	Use Task Import to preserve existing schedules
Compliance with varying renewal dates	Use Task Import

CSV File Format

Required Fields

Field	Description

Field	Description
`Email`	Email address of the user being tasked
`Title`	Exact title of the content (case-sensitive)
`Type`	Content type: `Item`, `Channel`, `Learnlist`, `Quiz`
`Slug`	The URL slug of the content (highlighted portion of the URL)
`Assigner`	Email address of the user set as task assigner
`Mandatory`	`1`/`TRUE` for mandatory, `0`/`FALSE` for optional
`Requires Completing Again`	`1`/`TRUE` if previously completed users must complete again
`Skip New Joiner Task Email`	`1`/`TRUE` to suppress notification
`Set from Date`	When the task is issued (`YYYY-MM-DD hh:mm:ss` UTC)
`Deadline Date`	When the task is due (`YYYY-MM-DD hh:mm:ss` UTC)
`Recurs`	`1`/`TRUE` if task should recur
`Recurrence Months`	Months between recurrences (e.g., `12`, `24`). Use `0` if not recurring
`Reopens before days`	Days before deadline to reopen the task (e.g., `90`)

Optional Fields

Field	Description

Field	Description
`Source ID`	Unique ID from source system (alternative to Title)
`Source Type`	Identifier for content origin
`Started at`	Start date/time if task is in progress
`Completed at`	Completion date/time for completed tasks

Recurrence Configuration

For recurring tasks:

Set Recurs to 1 or TRUE
Specify Recurrence Months (e.g., 12 for annual)
Set Reopens before days (e.g., 90 to give 90 days notice)

Important: Future Dates Only

The combination of Deadline Date, Recurrence Months, and Reopens before days must result in a future recurrence date.

Example that works:

Deadline: 1st February 2025
Recurs every: 12 months
Reopens: 90 days before
Result: Task reappears 1st November 2025 ✓

Example that fails:

Deadline: 1st February 2020
Recurs every: 12 months
Reopens: 90 days before
Result: All recurrences are in the past ✗

How Task Import Differs from In-App Tasks

Feature	In-App Tasks	Task Import

Feature	In-App Tasks	Task Import
Deadline flexibility	Same for all selected users	Individual per user
Setup method	Self-service in Learn Amp	Via your Learn Amp coach
Recurrence	Based on completion date	Based on original deadline
Best for	Standard group assignments	Compliance with varying schedules

Known Limitations

Limitation	Details

Limitation	Details
Not self-service	Must be uploaded by your Learn Amp coach
Add only	Cannot update existing tasks via import
Content must exist	Items/Learnlists/Channels/Quizzes must be created first
Users must exist	User accounts must exist in Learn Amp
Fixed recurrence	Recurrence is based on deadline date, not completion date
Processing time	Large imports may take time to appear in logs

Pre-requisites

Role Requirements

Task imports are performed by Learn Amp on your behalf. Contact your Implementation or Customer Success Coach.

Before You Start

Users must exist in Learn Amp
Content must exist in Learn Amp
CSV must include all required fields
Dates must be in YYYY-MM-DD hh:mm:ss format (UTC)

FAQs

Q: Can I upload tasks myself?
No—Task imports are handled by your Learn Amp coach to ensure data integrity.

Q: Can I import completed tasks?
Yes—use the Completed at column with a date in the past. All other required fields are still needed.

Q: What if I need different due dates for the same content?
Create multiple rows with the same content but different users and deadlines.

Q: Will imported tasks trigger notifications?
Use the Skip New Joiner Task Email field to control this. Set to 1/TRUE to suppress notifications.

Q: Can I import multiple tasks for the same user and content?
Yes—for example, a completed task and a future recurring task. Just don't set both to recur, or users will have duplicates.

Q: How do imported tasks show completion status?
Imported tasks show as "not complete" or "overdue" unless the Completed at field is filled in. They don't look up existing activity records.