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)