Import Project & Task CSV Data into Taskworld
You can now import project and task CSV data into Taskworld using CSV file. When creating a new project, simply choose the 'Import from CSV file' option to quickly migrate data from another platform or your own datasets, bringing in all your essential task data (except timespent, comments and files).
To get started, we’ve provided a blank project CSV here.
To ensure successful importation of project data via CSV file, please follow the ensuing procedure. Reference the provided guidelines, Guidelines for inputting project data into CSV file, to confirm the validity of values for each column.
How to Import Your CSV file
Let’s walk through how to import your CSV file into a new Taskworld project.
1. (Optional) If you have other team members collaborating on a project with you, we suggest you invite them before importing your CSV data. This way, you can quickly remap everyone when you reach the Mapping Members section of setting up your project. them to your workspace first
2. Click the Create (Blue Plus) button at the top left of your Taskworld workspace or press your Enter key to get the option to create a New Project.
3. Click the Import from CSV File Button to import your CSV file
4. Then, navigate to the CSV file you want to use by clicking the Upload file button
5. You’ll then have the option to change the project’s name, write a description, and set it to public or private.
6. Manage Members
Now, you’ll have the option to remap team members' names to their Taskworld usernames.
For example, maybe in your CSV file, everyone is listed by email address or nickname. If you invited the team members to your project in Step 1, you’ll be able to link the CSV names to their Taskworld names, speeding up the process of assigning them to tasks, delegating, etc.
Please Note: if you don’t match anyone during this process, project assignments will default to whoever is doing the importing.
7. Create Project
Click the Create Project button at the bottom right of the Manage Members page, and your new project will import!