Importing Tasks from CSV

Import tasks from Excel, SmartSheet or any CSV file.

With SmartTask's CSV import functionality one could move workflow out of excel, csv file to SmartTask. On importing the CSV file, tasks would be created with data mapped to relevant task fields like start date, description, assignee and Custom Fields.

Before we start the processing of importing tasks here are a few things to check in your CSV file:

• The column names in the first row would be utilized by CSV importer to map to relevant task fields. You could change or modify the default mapping.

• Assignee: SmartTask would detect responsible user through the email address. String with anything else than the email address would be ignored. Assignee expects only one email address.

• Followers: Similar to Assignee, relevant followers would be deducted through the email addresses. String with anything else than the email address would be ignored. Followers accepts more than one email addresses.

• Dates: You could track both Start and Due dates. In your spreadsheet separate the dates in 2 columns.

• Subtasks: To import Subtasks, add a column called Parent Task. Fill the Parent Task with the exact name of the parent task in the corresponding row. The parent task should be located above the subtask row or should already exist within the project.

• Other columns: You could track additional columns to Taskname, Description, Priority, Custom Fields. Mapping of Custom Fields and Select field option is case sensitive.

Taskname	[Required] Taskname of the task. If you have special characters in the taskname, please enclose the taskname with quotes. Eg: “Task 1,2”
Assignee	[Optional] Email id of the assigned person
Description	[Optional] Description of the task
Priority	[Optional] High, Medium, Low
Task Type	(Optional) “milestone” or “task”
Planned Start	(Optional) In DD-MM-YY / MM-DD-YY format. Example: 20-11-25.
Planned Due	(Optional) In DD-MM-YY / MM-DD-YY format. Example: 20-11-25.
Start Date	(Optional) In DD-MM-YY / MM-DD-YY format. Example: 20-11-25.
Due Date	(Optional) In DD-MM-YY / MM-DD-YY format. Example: 20-11-25.
Status	[Optional] complete or incomplete
Subtask Of	(Optional) Exact name of the parent task (must appear in a previous row or must be present in the project).
Dependent On	(Optional) Comma separated tasknames. Must match exact name of the task this task is dependent on (previous row).
Estimated Time	(Optional) Use time format - h or hh:mm
Followers	[Optional] Comma separated email-ids
Projects	[Optional] Comma separated name of the projects. Other than the project where the task is being imported
Contact Phone	(Optional) Matches task to a contact with this phone number in SmartTask.
Contact Email	(Optional) Matches task to a contact with this exact email-id.
Custom Field Name (Dynamic)	[Optional] Value of the Custom Field

779B

SmartTask - Task Import CSV Template.csv

Using CSV Importer

Before importing your full task list, we suggest testing with one row to make sure all fields map as expected.

1. Click on the Dropdown arrow besides project name. Select 'Import' option.

1. To map the columns to right internal fields click on "Make Changes"

1. Clicking 'Import' button would start the import process.

When importing rows with Assignees / Followers / Projects / Custom Fields make sure that the corresponding Users / Custom Fields are already present in the organization.

FAQs

• What if my CSV has tasks assigned to users not yet added in SmartTask?

  Tasks will still be imported, although they would stay unassigned. Assignee emails would be ignored

• Can I test the import before uploading a full CSV?

  Yes! We recommend importing just one task initially to make sure all columns are mapped correctly before importing the full list.

• What happens if some rows in my CSV have missing or incorrect data?

  SmartTask will attempt to import and you’ll receive a message indicating which rows had problems showing “Error”. You can modify the file then and upload again.