How to import a project and tasks

To import projects, plans and tasks into you can do this easily in the Plan View of a project. We feature seamless import and export with MS Project, Excel, and CSV format.

To import a project:

  • Simply click the import button from the ellipsis menu from the menu bar.
  • Download the linked Excel import template for an example of how to format the data.
  • Add the file you wish to import and click "Import".
  • Map the columns you want to import on the Import Tasks mapping popup.
  • Remember to exclude the header row if you have one by selecting Yes or No to the question at the bottom.
  • Click "Import" to import your tasks into a project.
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