SmartTask
Home
  • Getting Started
  • Who uses SmartTask
  • Quick Start
    • Overview
    • Initial Setup
    • Invite Teammates [Admin]
    • Creating Groups
    • Creating Projects
    • Creating first Tasks
    • Working together as a team
    • Fundamental Elements
  • fundamentals
    • Task
      • Creating a task
        • Creating task from email
        • Importing Tasks from CSV
      • Task Assignee & Followers
      • Subtask
      • Task Comments
      • Filter, Group and Sort Tasks
      • Recurring task
      • Set reminder
      • Milestones
      • Task Dependencies
      • Task Attachments
      • Hide Task from Guest
      • Set Task Priority
      • Export Tasks
      • Archive a Task
    • Reporting
      • Portfolio
      • Dashboards
        • Setting up Dashboards
        • Filtered Views
    • Time Tracking
      • Estimate and Actual Time
      • Analytics View
      • Timesheet
      • Reports through Dashboard
      • Costing and Billable Rates
      • Show Time fields by default
  • CRM & Sales Management
    • Adding Contacts
      • Importing contacts
    • Sales Pipeline
    • Logging Sales Activities
    • Sales Reports
    • Phone Call Configurations
  • Chat
  • Group
  • Project
    • Chose the right view for your workflow
    • Edit Project Details
    • Project Views
    • Set Project as Template
    • Create Custom Fields
    • Setup Sprints
    • Move project to another group
    • Duplicate a Project
    • Project Dashboard
    • Import Tasks to Project
    • Export Project Tasks
  • Permissions
    • Group Permissions
    • Project Permissions
    • Task Permissions
  • Custom Fields
  • Settings
    • Profile Settings
    • Organization Settings
  • Advanced
    • White Label Overview
      • Setting up Custom Domain
  • Integration for Slack
  • Frequently Asked Questions
  • Onboarding the team
    • Email Template for on-boarding team
Powered by GitBook
On this page
  1. Project

Import Tasks to Project

PreviousProject DashboardNextExport Project Tasks

Last updated 23 days ago

With SmartTask's CSV import functionality one could move workflow out of excel / csv 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.

Steps to Import a Project

  1. Go to the Project where you want to import data.

  2. Click on the three-dot menu (top-right corner).

  3. Select “Import” and choose the source:

    • CSV file – Upload tasks from a spreadsheet.

  4. Map the fields (e.g., Taskname, Assignee, Due Date).

  5. Click “Import” to complete the process.

Please refer to the below link for more on import - Importing Tasks from CSV