Import Tasks from Microsoft Excel

You can import tasks and task milestones into the application from a Microsoft Excel (.xls or .xlsx) file. After downloading the import template, follow the instructions to create or update tasks in the spreadsheet. You cannot update committed or completed tasks. The import will fail if there are any invalid values in the spreadsheet. You can download the spreadsheet file to view and fix the errors indicated in the error column at the end of each worksheet, and then import the file again.

You must have sufficient privileges to perform this task.

To import tasks from Microsoft Excel:

In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
From the  Main Menu, select  Tasks, and then select Work Plan or Task List.
Select the Actions  menu, and then select Import.
In the Import Tasks dialog box, select  Browse, select a file, and select Import.

Tips

You cannot import tasks in the context of a program.

Next: Cut or Copy and Paste a Task on the Task List Page