Within Teamwork, you can quickly add
task lists and tasks to your projects via an
Excel import.
Go to the Table or List area of your project and click the options button (three dots) in the top right. Select Import Tasks from the
dropdown.

In the Import Tasks modal, use the Choose
file option to select a file to
upload as your import. It is compatible with
either Microsoft Excel or Microsoft Project files.
Note: For the Excel import to
work, your file must follow the format of the
sample files, for both the columns and the
data. Repeating tasks cannot be imported when using an Excel file.
If
you are using Google Sheets, you can
download the file and then save it
locally in .xls or .xlsx
format.

At the top of the import modal, you can also
choose from a variety of sample files to
download and utilize for your own
import.
Each sample file includes some pre-populated
task details related to different user needs such as onboarding, product management, and
marketing.

Sample spreadsheet columns
- Task
list – 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
subtasks.
- To add a subtask insert a - before the subtask name.
- # or > can
also be used to denote
subtasks.
- Sub subtasks can be created by inserting --, ##, or >> before the task name.
- Description – The description for the
task.
- Assign to – The people that should be assigned to the task.
- The required format for this field is
email address. Names added here will
not be accepted.
- You can set multiple assignees by adding each email address. Each address should be separated with a comma.
- Note: Email addresses must match users already existing on your site.
- Start date – The date the task is
due to start.
- Due date – The date the task is due
to be completed.
- The date format for the start and end
dates should follow the format you
have selected in your localization
settings.
- 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:
- 25
- 01:30
- 1h
15m
- Tags –
Tags to be added to the task.
- When
adding multiple tags, each tag
should be separated with a
comma.
- If the specified tags are not existing tags on your Teamwork site, they will be created as new site-level tags and be applied to the imported task(s).
- Status – Set whether the task is active or
completed.
Task |
---|
Get DeLorean |
- Test
engine |
-- Update
engine |
#Reach
88mph |
##Reach 85mph |
Install Time Machine |
>Invent Flux
capacitor |
>>Design spec |
For more information, see: Adding Tasks via Email