How to input data for importing CSV file
To get started, we've provided a blank project CSV that outlines the required fields (e.g., Projects, Tasklist, Task, Assigned To, Followers). Please ensure the values in each column follow the correct format (e.g., the Points column should contain numbers from 0-5) for a successful import.
Project
Enter the desired project name. If all tasks belong to the same project, the project name should be the same for every row.
Tasklist
Tasks that go into the same list should all have the same task list name. If tasks belong to different task lists, make sure to enter the appropriate task list name for each one.
Task
Enter the name of each individual task. Each row should represent one task.
Description
Enter the description or details for the task.
Assigned To
Enter the email address of the member to be assigned to the task. This email must exactly match the member’s email address registered in the workspace.
Followers
Enter the email address of the member who will be a follower of the task. This email must exactly match the member’s email address registered in the workspace.
Creation Date
The creation date is set by default but can be edited if needed.
Completion Date
The completion date can be specified, but the task will not be marked as completed automatically. It will simply display the completed date.
Start Date
Enter the date when the task is planned to start.
Due Date
Enter the date when the task is expected to be completed.
Tags
Enter desired tags to sort, filter, and display tasks efficiently.
Status
The status cannot be modified during the import process.
Points
Points can be entered, but only numbers between 0 and 5 are valid.
Checklist Items
Checklist items can be removed if not needed. Otherwise, leave them as they are to include them in the import. To add checklist items manually, enter them with "#" in front.
Subtasks
When adding subtasks, ensure they have a different task name but belong to the same task list and project. Set the "Subtask" column to TRUE and use the same Subtask Reference ID as the main task to correctly link them.
Main Tasks
Each task should have a name and belong to a task list. Set the "Main task" column to FALSE.
Subtask Reference ID
The subtask’s reference ID must match the main task’s reference ID.
Project Visibility
Any project created through this process will be set as private by default.
You can visit this link to see How to Import Your CSV Data