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How to import tasks from a CSV file

To import tasks from a CSV file into a Workast space, you'll need to:

  • Add the task importer into the space where you'd like to import the tasks
  • Download the task template, fill it out, and save it .
  • Import the saved file into the space.

How to add the task importer into a space

  • Open the space in the Workast web app where you'd like to import tasks.  (You will need to add the task importer to each space individually.)
  • Click on the apps icon (grid) in the upper right-hand corner of your space.
  • Select "Manage apps."
  • The app page for the space will open.  Select "Add" next to "Import Tasks."
  • Click X on to top right hand corner of the page to return to the space.

How to download and use the task template

  • Click on the apps icon (grid) in the upper right-hand corner of your space.
  • Select "Import Tasks" and "From CSV."  (The task importer must be downloaded in the space.  If you haven't downloaded it yet, scroll up for instructions on how to do so.)
  • Click the blue link button next to "Download the template" to download the template to your computer.  Save the file as your normally would, then open it in Excel or your spreadsheet program.  

The first sheet will be a page of instructions and explanations on how to use the template, including the following definition:

  • List - the list within the space where you'd like the task.  If you leave this blank, the task will be created in the default list within the space.
  • Summary - the task title.  This field is required
  • Description - A further description of the task.  This field is optional.
  • Start date - A task start date, if desired.  This field is optional, however all dates must be entered in the format  YYYY-MM-DD (year/month/date) format.  For example, February 15, 2019 would be entered 2019-02-15.
  • Due date - A task due date, if desired.  This field is only required if the task has a start date.  Again, all dates must be entered in the format  YYYY-MM-DD (year/month/date) format.
  • Assigned - You can assign the tasks by entering your teammate's email addresses, separated by a comma for multiple assignees.  This field is optional.

The second sheet is the blank template that you fill out with your task information.  (If you import information from another file, please ensure that above formatting and column orders are maintained.)

  • Click "Save as" to rename the worksheet   It must be saved as a CSV file type to import.  
  • Continue adding tasks and saving.  Once you are done and ready to import you tasks, return to your space in Workast.
  • Click on the apps icon (grid) in the upper right-hand corner of your space.
  • Select "Import Tasks" and "From CSV."
  • Click "Browse" to locate your CSV file in your computer.  Select "Upload" to import the tasks.
  • Refresh your screen as directed, and your tasks will be imported into your space.  
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