Within Teamwork Projects, you can quickly import task lists/tasks via an excel sheet. You can import these to each project by adding details to an Excel spreadsheet to import.
To import tasks, click on the Tasks area of your project so you are viewing all task lists:
Then choose the option button (three dots) to the top right and select 'Import Tasks':
When you choose the 'Import Tasks' option you will be able to download a sample file to see how the Excel should be completed.
Note: For the import to work, your Excel file must follow the sample file's format.
You will see the following columns in the sample spreadsheet:
Tasklist – The task list you want to add the tasks to, this is a required field.
Task – The task title. This field also allows you to add sub tasks. To add a sub task insert a - before the sub task name. You can also add nested sub tasks by inserting - - before the nested sub task name.
Description – The description for the task
Assign to – The people the task should be assigned to, the required format here is
email address. Names added here will not be accepted.
Start date – The date the task is due to start, the required format here is yyyymmdd
Due date – The date the task is due, the required format here is: yyyymmdd
Priority – The priority for the task, entered as text, Low, Medium or High
Estimated time – The estimated time for the task can be entered in a number of ways:
Tags – Tags to be added to the task, multiple tags should be separated with a comma
Status – Whether the task is ‘active’ or ‘completed’