Copying tasks from existing checklists

The Microsoft Word, Excel, Outlook, bullet points, and other checklists that your organization currently uses for collaboration of multiple teams and individuals for various projects can be copied to iManage Tracker. When you copy text from these applications that you generally use to create and share checklists, iManage Tracker understands the structure and hierarchy from the copied text and pastes it as separate tasks and sub-tasks based on the formatting and indentation used in the application.

The following are a few examples:

  • Microsoft Word: Copy from a table with tasks that have different levels of indentation and the same hierarchy gets replicated when iManage Tracker pastes the text to your checklist.

  • Microsoft Excel: Paste cells in a column (selection of adjacent vertical cells) into the application to add each cell as a separate task.

  • Microsoft Outlook: Create tasks in iManage Tracker by pasting a checklist that got emailed to you/exists in your mail box.

  • Plain text editor: Create tasks and subtasks by pasting different levels of indented tasks.

For existing checklists that have no tasks added yet, select Import tasks in the upper-left corner or the center of the screen. For all checklists, select More options images/download/thumbnails/157573316/MoreOptions.png and then Import tasks. For checklists with some tasks, select Import tasks in the lower-left corner of the screen (after the end of the existing tasks list).

  1. Browse to the matter for which you want to create a checklist and select images/download/thumbnails/157573316/TrackerLinkForMatter.png from the toolbar, or select iManage Tracker from the kebab menu for the matter while in the matters list.

  2. Select Import tasks > Copy and paste from your existing checklist.

  3. Paste your existing checklist in the text box provided.
    (Optional) Select Back to return to the blank Import tasks screen and start pasting the checklist again, or select Back on this screen to go to the previous screen and select another method of checklist import.

  4. (Optional) If the first row in your existing checklist is a heading and you don't wish to import it, select Exclude first row: Do not import headers.

  5. From the available drop-down lists, assign an available field to each of the columns. For multi column data, the Tasks field must be compulsorily assigned to a column for the checklist to be imported. For single column data that you import, iManage Tracker automatically assigns the Tasks field to the only column that's available.

  6. (Optional) To create additional fields to categorize the data being copied:

    NOTE:

    For more information about adding a field, refer to Adding custom fields.

    1. Select any column header drop-down list, and then select Create new field.

    2. Enter a Field name and select the Type of field.

    3. Select Add. The custom field is added and assigned to the selected column.

    4. Repeat the above steps as required to create more fields.

  7. Preview the checklist and select Import. If any invalid entries are detected, select OK on the message displayed to discard the incorrect values/tasks without names, or select Cancel to modify the entries and select Import again. For more information, refer to Best practices for copying existing checklists.
    iManage Tracker starts the import process. When done, all items in the checklist are listed as Tasks in the new checklist that's created for the matter.

You can also paste text from applications into a blank task:

  1. Go to the application and copy the desired text.

  2. Add a blank task using either of the following methods:

    • Add a task (in the upper-left corner for a blank checklist or lower-left corner for a checklist with tasks) to add a blank task.

    • Right-click a task and select Insert task above, Insert task below, or Insert subtask. For more information, refer to Adding tasks and subtasks.

  3. Right-click inside the Tasks field for the task you created in step 2, and select Paste. Alternatively, press Command+V (Mac) or Ctrl+V (Windows).
    The Import tasks dialog box appears.

  4. Preview the tasks that iManage Tracker creates from the content you pasted, and select Import.