Import Multiple To-Dos via CSV

In this article


Easily create multiple To-Dos at once using our import feature. You can download the sample file, fill it in using Excel or Google Sheets, and upload it to the system for validation and import.

🔹 Why use CSV Import?

  • Quickly create bulk tasks
  • Prepare offline with Excel or Sheets
  • Streamline repetitive To-Dos across similar structures

📁 Step-by-Step Instructions

1. Download the Sample File

  • Go to the Import page and click Download Sample.
  • The ZIP file includes:
    • ImportTasks.csv   
    • README.txt    (instructions and format guide)

2. Fill in Your Tasks

  • Open the CSV file with any spreadsheet tool.
  • Do not modify the column headers.
  • Refer to the sample data and notes inside the file.

3. Upload Your File

  • Return to the Import page and upload your CSV.
  • The system will automatically validate all rows and highlight any errors.

4. Review and Fix Online

  • Use the Table View to edit invalid rows directly.
  • Use the Error Panel to locate issues quickly.
  • You can submit only the valid rows, the rest will be discarded.

5. Import Tasks

  • Once ready, click Add Tasks to import the valid To-Dos.
  • Done!

📆 Supported Fields & Formats

Field Name Required Description
Project ✅ Name of the project you have access to
Task List ✅ Name of the list
To-Do ✅ Name of the To-Do
Assignee ❌ Email of the assignee (optional)
Starts ❌ Format YYYY/MM/DD    or YYYY-MM-DD HH:mm    (24-hr)
Ends ❌ End date (required if start is filled)
Notes ❌ Optional text note
Location ❌ Accurate coordinates only (e.g. 25.033964,121.562321   )

⚠️ Common Errors & Fixes

Column Error Type Message
Project Missing Project is required
Task List Missing Task List is required
To-Do Missing Task name is required
Assignee Invalid Invalid email format
Starts Format Invalid date format (YYYY/MM/DD or with HH:mm)
Ends Missing End date is required when start is filled
Ends Chronology End date must be after start date
Location Format Please enter valid GPS coordinates

You can download an Error Report CSV to view all errors at once.

🔄 System Logic & Tips

  • Task Grouping: To group To-Dos under the same Task List, repeat the same "Project" and "Task List" values across rows.
  • Watcher Assignment: The creator of the Task List will automatically be added as a Watcher. No need to assign manually.
  • Location Handling: Task List itself does not have a location. Only each To-Do can have a Location field.

🔍 Tips for Accurate Location

❓ FAQ

Can I import without assigning anyone?

Yes. Assignee is optional.

What if my file has errors?

You can still import valid rows and fix others online.

Can I delete tasks after import?

Yes, just go to the To-Do list and remove any unwanted tasks.

Need more help? Contact our support or check the in-app tooltip next to each field!