How to import tasks to a Projects using an import from CSV
Objective
This SOP outlines the steps to create tasks within a specific project, including importing tasks from a CSV file.
Key Steps
Navigate to the specific project you want to work on.
Ensure you are within the project environment before proceeding.
Import Tasks from CSV
If you choose to import tasks:
Prepare a CSV file with the tasks you want to add.
Use the import function to upload the CSV file.
Confirm that the tasks are added to the specific project
Cautionary Notes
Always double-check that you are in the correct project before creating or importing tasks to avoid confusion.
Ensure your CSV file is formatted correctly to prevent import errors.
Sub-tasks (checklist items) are not supported in import.