Download an Import Template for Importing Tasks

Download a Microsoft Excel template to use when importing tasks and task milestones. The template contains standard task fields that you can populate for new and existing tasks, as well as all current configured task fields.

To download an import template:

In the object selector, select a project.
In the sidebar, hover over  Tasks, and select Work Plan or Task List.
Select the Actions  menu, and then select Download Import Template.

Tips

The import template is downloaded as a Microsoft Excel file with the default file name TasksImportTemplate.
The top two rows of the worksheet are required when importing tasks from a spreadsheet. You can delete unused columns, but do not change the data in these rows.
You cannot import tasks in the context of a program.
Review the Instructions worksheet on the first tab of the spreadsheet for helpful tips on populating the import template.

Next: Import Tasks from Microsoft Excel