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Import Tasks

Overview​

In 5day.io, you can import tasks directly into a specific project using a structured Excel template.

This method allows you to upload tasks in bulk without navigating to Account Settings.

It is useful when adding multiple tasks to a single project.

The import process uses the same Excel template and validation logic as Account-Level Import.

Only the navigation path is different.

How to Import Tasks​

  1. Log in to 5day.io.
  2. Go to the workspace where your project exists.
  3. Open the required Project.
  4. Click the three-dot menu next to the project name.
  5. Click Import.
  6. In the Import popup, ensure Task is selected as the import type.
  7. Click Download Sample File.

The Excel file contains two sheets:

  • Template – Enter your task data (Task Name, Description, Due Date, Assignee, etc.).
  • Guidelines – Reference instructions for required formats and valid values.
  1. Open the downloaded file.
  2. Enter your task data in the Template sheet.
  3. Save the file.
  4. Return to the Import popup in 5day.io.
  5. Click Upload from computer.
  6. Select your completed Excel file.
  7. Click Import.

After the Import​

Once the file is processed:

  • The system validates all records.
  • Tasks are created in the selected project.

If any records fail validation:

  • The system displays the number of failed records.
  • You can download the error file.
  • Correct the issues in your Excel file.
  • Re-upload the corrected file.