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Update Tasks Through Export/Import in Excel
What do you need to do:
- Makes offline edits to Task Dates and update through Import
- To be used when importing from template or existing project is not an option
- Requires reformatting of excel prior to import
What’s the best way to do it:
- Export tasks in Excel “Schedule with Notes/Goals”
- Remove/Delete the following columns:
- Responsible
- Predecessors
- All Gantt schedule columns
- Rename Notes/Goals header to “Deal Notes / Goals”
- Rename End Date header to “Due Date”
- Delete row 2 to remove merged header cells
- Unmerge cells E1/F1 and manually add back headers for Start Date and End Date
- Split Task column to separate Task hierarchy number from Task Name
- Insert two new columns after column A
- Label new column B header as “Task”
- Label new column C header as “Title”
- In cell B2, paste formula =LEFT(A2,FIND(" ",A2)-1), and drag down entire column to fill all rows
- In cell C2, paste formula =RIGHT(A2,LEN(A2)-FIND(" ",A2)), and drag down entire column to fill all rows
- Copy/Paste to replace formulas with values
- Hit CTRL + A to select all data, then CTRL + C to copy
- Hit CTRL + V to paste, and select “Values only”
- Delete Column A and save (requires xlsx)