Creating Workpaper Tasks in Bulk

You can create workpaper tasks in bulk using the Create Workpaper Tasks template. This template allows you to bulk create tasks on a finding using a Microsoft Excel spreadsheet that can be imported into OneTrust.

You can view all workpaper tasks related to your organization on the Tasks menu.

Note:

Some menus, sections, and options shown in this article may only be available as a preview feature. To enable access to this feature, please contact OneTrust Support to submit the request.

To add workpaper tasks in bulk

  1. On the Audit Management menu, select Workpapers.

    The Workpapers screen appears.

  2. Open the workpaper in which you would like to bulk add tasks.

    The Workpaper Details screen appears.

  3. Select the Tasks tab.
  4. Click the Bulk Add Tasks button.

    The Import Templates screen appears.

  5. Click the Download button on the Create Workpaper Tasks tile to download the template.
  6. Open the downloaded file in Microsoft Excel.
  7. Complete and save the downloaded template.

    Add workpaper task in bulk import template spreadsheet fields.
    Note:

    The Deadline column must be formatted as YYYY-MM-DD.

    The Workpaper ID column options can be found on the Options tab of the spreadsheet.

  8. On the Import Templates screen, click the New Import button.

    The New Import modal appears.

  9. Complete the fields. See New Import Modal Screen Reference.
  10. Click the Submit button.
  11. To view the status and result of your bulk import, select Data Import > Bulk Import on the Global Settings menu.
    Note:

    If there was an error with the upload, click the error link in the Result column to download a report indicating the errors.

New Import Modal Screen Reference


The New import modal showing fields for import name, description, type, and file selection.
Field
Description
Import Name

Enter a name for the import.

Import Description

Enter a brief description of the import.

Import Type

Select Create Workpaper Tasks.

File

Click the Select File button to select the file you want to import.