NetClose - Task Classifications

Overview

Task Classifications are used to categorize tasks for ease of completion, analysis, and reporting. Users can filter tasks by classification on the Task List or Task Board. NetClose includes the following 11 task classifications out of the box: View full size

However, classifications can be added, modified, or inactivated as desired. Classifications can be added individually or via CSV upload as described in the instructions below.

Step by Step Process - Manual Classification Addition

1. Navigate to NetClose > Setup > Task Classifications
2. Select New NetClose Task Classification View full size
3. Enter the desired name and prefix for the classification View full size
4. If desired, indicate the order in which you'd like the new classification displayed  View full size
5. Select Save

Step by Step Process - CSV Classification Addition

1. Fill out the applicable information in the NetClose Task Upload Template
2. Prepare the "Task Classification List" tab as a CSV file for upload
   1. Delete the NetClose out-of-the-box classifications from the file
   2. When finished updating the Excel File, save it in a known location as a .csv file
3. Navigate to the Import Assistant by accessing Setup > Import/Export > Import CSV Records
4. With the Import Assistant open, update the Import Type to Custom Records and the Record Type drop-down to NetClose Task Classification
5. Under the CSV files section, click on the Select button and upload the .csv file you saved View full size
6. Select Next to progress to the Step 2 Import Options
7. Within the Import Options section, make sure Add is selected (or Update if doing a bulk update to Amortization Types) and "Run Server SuiteScript and Trigger Workflows" is checked View full size
8. Select Next to progress
9. After progressing through File Mapping, you will be prompted for Field Mapping
10. Note that NetSuite tries to directly map all the fields it can recognize. When fields are not recognized, they must be manually matched between the .csv upload file and NetSuite fields View full size
11. If the fields are mapped correctly and the field contents match the field values in NetSuite, select Save & Run or Run as desired View full size
12. To view the status of the upload, select "Import Job Status" in the Confirmation banner or navigate to Setup > Import/Export > View CSV Import Status View full size
13. When complete, the status will change to complete and show the records imported successfully View full size
14. In the event of a failed upload, review the logs for the specific reasons, make necessary updates to the CSV file, and repeat the above steps
15. Once all classifications have been uploaded correctly, they will appear on the NetClose Task Classification List (NetClose > Setup > Task Classifications) View full size

Step by Step Process - Inactivating Undesired Classifications

1. Navigate to NetClose > Setup > Task Classifications
2. Select the "Show Inactives" checkbox and the "Edit" slider View full size
3. Select the Inactive checkbox next to any classifications that aren't desired View full size
4. Select the the "Edit" slider to save the updates View full size