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Import Tasks into a Project

You can import tasks into a project in 5day.io using two methods. Here's how:

Method 1: Importing from the Project List​

  1. Navigate to the Project List: Go to the list of all your projects.

  2. Click on the Three-Dot Menu: Next to the project where you want to import tasks, click on the three-dot menu.

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  1. Select 'Import': In the dropdown, select Import. This will open the task import dialog.

  2. Download the Sample File: Once the import dialog appears, click on Download Sample File. This will download an Excel file with two sheets:

    a. Template Sheet: This is where you need to input all the task details.

    b. Guideline Sheet: This sheet provides guidelines for entering data correctly for each field.

  3. Enter Data in the Template: Open the Excel file, and fill in the task details in the Template sheet. Refer to the Guideline sheet if you need help understanding the data format or field requirements.

  4. Save the File: After entering the necessary details, save the file.

  5. Upload the File: Return to the import dialog and click on Upload from Computer. Select the saved file and click on Import to import the task data into 5day.io.

Method 2: Importing from Project Settings​

  1. Go to Project Settings: Navigate to the project settings of the project you want to import tasks into.
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  1. View Data Import History: In the settings, you will see an option for Data Import History.

  2. Click on 'Import': In the Data Import History section, click on Import to begin the process.

  3. Download the Sample File: Like in Method 1, you can download the Sample File from the import dialog.

  4. Enter Data in the Template: Open the downloaded file, and fill in the task details in the Template sheet. Use the Guideline sheet for assistance on field requirements.

  5. Upload and Import: After saving the file, go back to the import dialog and click on Upload from Computer. Select your file and click on Import to upload the tasks into the project.

Data Import History​

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Once the tasks are imported, you can view the import details in the Data Import History section. Here, you will see:

  • Date and Time of import

  • File Imported

  • Imported By (the user who initiated the import)

  • Type (type of import)

  • Status (success or failure)

  • Total Records (number of records in the file)

  • Records Imported (successful imports)

  • Records Failed (failed imports)

If there are any issues with the import, the system will display:

  • The records that failed to import

You can also download an Excel file listing the records that failed. This allows you to identify and correct any issues with the data.