Import Tasks to Project

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

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