Admins, Power Users, and Project Admins can import tasks using the Import From Excel option
To get started, go to the Tasks section of any Project by clicking the checklist icon in either the bottom of the Project Card or in the upper right corner of the Project Cover Page
To import tasks from Excel, you will need to need to structure them to match Midaxo's template. Click the link below the Excel Import options to download a template for building your task list.
Or download from the link shown below:
Fields that can be imported are:
- Task Hierarchy/Structure
- Task Title
- Task Status
Template Notes:
- Rows 1 and 2 of the template are informational only but MUST be included in the document when imported
- Each subsequent row will be imported as a task
- The first row will be treated as headings or task details (e.g. start date, status, etc.)
- The first column will be the task hierarchy for the tasks (e.g. 1.0, 1.1, 1.1.1, etc.)
Once saved as an .xlsx file, upload the file by clicking the green Import from Excel box on the tasks page.