Celoxis provides you with the ability to import tasks from CSV which saves a lot of your time and effort.
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How does it work?
You will first need the CSV file either created by you or exported from another application. The extension of the file should be .csv only. While importing the CSV file, Celoxis prompts you to map the relevant fields from CSV with the fields available in Celoxis.
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- Navigate to the project where you want to import those tasks.
- From the Actions drop down menu of the project
, point to Import and click on and then click Tasks CSV. - Click Browse and import a file.
- Click Next.
- Under the Field Mapping, map the fields of your CSV file with the fields provided by Celoxis. You can also map your custom fields from the drop-down.
- Under the Number of top rows to skip box, enter the number of rows you want to skip. It is pre-filled with 1 so that the row with column names is skipped.
- From the Date Format drop-down list, select a date format.
- Click Finish.
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