Importing Tasks

Import Task(s) from Excel

It is possible to import tasks directly from Excel.

• Identify where the tasks are to be added
• Tick the ‘File contains header row’ checkbox to display the column headers
• Select the excel file you wish to import

• Click NEXT
• Choose how the columns are to be mapped, by mapping the system fields to the excel file fields.

• Click IMPORT DATA to complete the import.

Import Task(s) from a Project

It is possible to import tasks from another project that you may have created elsewhere in the structure.

The listing of projects that you have access to will be displayed. 

• Choose the relevant project
• Choose which task(s) and which task details you would like copied

Note: If you are copying tasks from another project, there is a likelihood there are % complete already on these tasks/milestones/documents, etc. You can un-tick these boxes if you do not wish to copy these across. 

• Select ADD to copy the tasks from the project.