The Waves & Tasks tab provides a mechanism to create or update waves and tasks in bulk.

Import New (Create)

From the Waves & Tasks tab, you can create new waves and tasks. To import:

1. Click the Orchestration Import Template hyperlink to bring up the Download Orchestration Import Template dialog
   
   1. Choose New (Create) from the Import Template Type radio button
   2. Select Waves or Tasks from the Orchestration Type drop down
   3. Check Add Sample Data to Template to populate the template with sample data
   4. Click the Download Template button to download the orchestration template to populate. Click the Close button to close out of the dialog. You will be redirected back to the Waves & Tasks tab.
2. Once you have completed the template, browse for the orchestration import file
   NOTE: Be sure to save your template in CSV UTF-8 (Comma delimited) (*.csv) to preserve any special characters and to format the date columns appropriately.
3. Choose New (Create) as the type of import template from the radio button
4. Select Waves or Tasks as the orchestration type from the drop down
5. Prefilter the results by error, warning or success messages by checking or unchecking any of the three checkboxes
6. Click the SubmitImport button to import the new waves or tasks. Navigate to another page to cancel the operation.
   1. The import function is only available to users in the Administrator and Regular User security groups
7. The results of the import will be displayed at the bottom of the page
   
8. You can view additional details by selecting an import (row)
   

Sample Wave Import

Sample Task Import

Import Existing (Update)

From the Waves & Tasks tab, you can update existing waves and tasks. To import:

1. Click the Orchestration Import Template hyperlink to bring up the Download Orchestration Import Template dialog
   
   1. Choose Existing (Update) from the Import Template Type radio button
   2. Select Waves or Tasks from the Orchestration Type drop down
   3. Check Add Sample Data to Template to populate the template with sample data
   4. Click the Download Template button to download the orchestration template to populate. Click the Close button to close out of the dialog. You will be redirected back to the Waves & Tasks tab.
2. Once you have completed the template, browse for the orchestration import file
   NOTE: Be sure to save your template in CSV UTF-8 (Comma delimited) (*.csv) to preserve any special characters and to format the date columns appropriately.
3. Choose Existing (Update) as the type of import template from the radio button
4. Select Waves or Tasks as the orchestration type from the drop down
   1. If Tasks is selected, choose the method to load action templates to update tasks (append, overwrite)
      
5. Prefilter the results by error, warning or success messages by checking or unchecking any of the three checkboxes
6. Click the SubmitImport button to import the new waves or tasks. Navigate to another page to cancel the operation.
   1. The import function is only available to users in the Administrator and Regular User security groups
7. The results of the import will be displayed at the bottom of the page
   
8. You can view additional details by selecting an import (row)
   

Sample Wave Import

Sample Task Import

Download Template

From the Waves & Tasks tab, you can download a template used to create new or update existing waves and tasks. To download:

1. Click the Orchestration Import Template hyperlink to bring up the Download Orchestration Import Template dialog
   
   1. Choose New (Create) or Existing (Update) from the Import Template Type radio button
   2. Select Waves or Tasks from the Orchestration Type drop down
   3. Check Add Sample Data to Template to populate the template with sample data
   4. Click the Download Template button to download the orchestration template to populate. Click the Close button to close out of the dialog. You will be redirected back to the Waves & Tasks tab.

Format Date Columns

Date columns must be formatted correctly for the import to succeed. To format:

1. Select the Start Goal and End Goal columns in Excel, right click and select Format Cells
   
2. In the Number tab, click on Date from the Category list, and then click on Custom
   NOTE: The order of the clicks is required so the Custom tab will have date formatting populated into the Type field.
   
3. In the Type field, enter the format code
   
   
   1. The following date and time formats are supported:
      

      Date	Time
      yyyy-mm-dd	hh:mm
      mm/dd/yyyy	h:mm
      m/dd/yyyy	hh:mm:ss
      m/d/yyyy	h:mm:ss
      dd/mm/yyyy	hh:mm AM/PM
      dd.mm.yyyy	h:mm AM/PM

      NOTE: Be sure to use the locale identifier (e.g., [$-en-US], [$-en-GB]) so that the dates are interpreted correctly.

4. Click OK and save the CSV
   NOTE: Be sure to save your template in CSV UTF-8 (Comma delimited) (*.csv) to preserve any special characters.