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How to import tasks from Excel

If you are moving to Actionspace from another software solution where you used to manage your tasks and projects, you can export them in Excel file and then easily upload them to Actionspace. With just one click any user can upload up to 1.000 tasks.

  1. Before importing tasks, please download the task import template. To do this, open the user menu and click Tasks Import.
  2. The Import page opens. Сlick on Template for Tasks.xlsx and choose a location to save the template file.

     

  3. Export your data from the system you used before to *.xls or *.csv format, open the file and adjust data in accordance with Actionspace task import template. Save the adjusted data in Excel format.
  4. When the file is ready, go to user menu again, click Import Tasks to open Import page. On the Import page click Import Tasks button and select the file you have just prepared.

  5. While data is being imported, you can continue working in the system. Once the import is completed, the information about number of imported tasks will be displayed in a pop-up window.

  6. To see imported tasks, click View Tasks button. The Reports page opens and all imported tasks will be displayed there.

 

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This year, to support teams and companies striving to improve their teamwork efficiency and achieve higher business results, Actionspace offers a 20% discount on all 12-month packages.

To get the discount, use promo code PRODUCTIVITY at checkout.

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