Bulk-add Tasks to a Pull Plan

Use Bulk Add Tasks to add multiple tasks to the Parking Lot. You can add up to 100 valid tasks in one operation. Bulk Add Tasks supports grid entry, copy and paste, and import from an Excel template. You cannot use Bulk Add Tasks to add task milestones.

Note Bulk Add Tasks is unavailable for Released to Work Plan plans and for users without Add-task privilege. It is also unavailable for Approved plans and for active live sessions.

To bulk-add tasks to a pull plan:

  1. In the object selector, select Project, select View Projects List, and then select a project name.
  2. From the Main Menu, select Tasks, and then select Pull Plans.
  3. Select an In Planning pull plan and open its Planning Board.
  4. On the Planning Board toolbar, select Bulk Add Tasks.
  5. In the Bulk Add Tasks panel, add tasks using one of the following methods:
    • Enter task information directly into the grid.
    • Copy task information from another source, and then paste it into the grid.
    • Select Download Import Template.
      • Complete the steps within the Excel template.
      • Import the completed file.
    • Select Clear Data to clear the grid.
  6. For each task, enter the Task Name, Company, and Duration.
  7. (Optional) Enter a Crew Size and add information to the What I need field.
  8. Review tasks for row-level errors, and correct invalid task information if needed.
  9. Select Add to Parking Lot.

Tip

  • You can only add tasks when at least one task row is complete and valid. Duration must be a whole number greater than zero. Crew Size can be blank or a whole number greater than zero.