Import tasks from CSV

  1. Select a project.
  2. Go to the Tasks section
  3. Click on the Add button at the top-left and select Import CSV.

  4. In the next window, browse the .csv file from your system. 

  5. Select the Tasklist name.
  6. Click Next.
  7. To import the tasks, map the Column Headers from the dropdown. Also, if your CSV already has headers included, use the checkbox “Consider the first row as header for CSV file.” 
  1. Next, you have to select the date format used in CSV. 
  1. Next, the map people window will pop-up from where you can map users present in your ProofHub account with the names in the imported CSV file. 
  2. Click Start Import to import the tasks from CSV into ProofHub 

 

Note

  • The Title field is mandatory.
  • The Description field can be used multiple times depending on the format of data imported in CSV.
  • The Date format mapped should be the same as the date format in imported CSV
  • If any CSV user is not mapped, then the imported tasks will remain unassigned.
  • All tasks imported will be assigned in the first stage of the associated workflow.
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