In a few simple steps, you can now bulk import Projects, Tasks, Meetings, Issues & Risks.
Import Bulk Projects:
- Navigate to Projects from the menu panel and from the top right select Import & Export as shown below in the screenshot.
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- On selecting Import & Export tab, click Import Bulk Projects and then Download Template button.
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- After downloading the template, open the template file and click Enable Editing tab on the top.
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- This Spreadsheet format includes multiple columns like Project Name, Billing Type, Description, Budget, etc.
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- Simply enter your data according to the format already given.
- After entering your data in the columns, it will look like this as shown below in the screenshot.
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- Once you have completed entering the data in the spreadsheet, save it on your desktop to later import it to nTask.
- After saving the spreadsheet, click on Import/Export button and attach the file to import it into nTask.
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- After selecting Import Bulk Projects, browse the file which you saved and import it to nTask.
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You have now successfully imported Projects to nTask.
Import Bulk Tasks:
- Navigate to Tasks from the menu panel and from the top right select Import & Export as shown below in the screenshot.
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- On selecting Import & Export, click Import Bulk Tasks and then download template button.
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- After downloading the template, open the template file and click Enable Editing tab on the top.
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- This Spreadsheet format includes multiple columns like Task Titles, Task Description, Planned Start/End dates, Actual Start/End dates, Status, etc.
- Simply enter your data according to the format already given.
- After entering your data in the columns, it will look like this as shown below in the screenshot.
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- Once you have completed entering the data in the spreadsheet, save it on your desktop to later import it to nTask.
- After saving the spreadsheet, click on Import/Export button and attach the file to import it into nTask.
- After selecting Import Bulk Tasks, browse the file which you saved and import it to nTask.
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You have now successfully imported Tasks to nTask.
Import Bulk Meetings:
- Navigate to Meetings from the menu panel and from the top right select Import & Export as shown below in the screenshot.
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- On selecting Import & Export, click Import Bulk Meetings and then download template button.
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- After downloading the template, open the template file and click Enable Editing tab on the top.
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- This Spreadsheet format includes multiple columns like Meeting Titles, Status, Start/End Time, Location, Agenda Points, etc.
- Simply enter your data according to the format already given.
- After entering your data in the columns, it will look like this as shown below in the screenshot.
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- Once you have completed entering the data in the spreadsheet, save it on your desktop to later import it to nTask.
- After saving the spreadsheet, click on Import/Export button and attach the file to import it into nTask.
- After selecting Import Bulk Meetings, browse the file which you saved and import it to nTask.
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You have now successfully imported Meetings to nTask.
Import Bulk Issues:
- Navigate to Issues from the menu panel and from the top right select Import & Export as shown below in the screenshot.
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- On selecting Import & Export, click Import Bulk Issues and then download template button.
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- After downloading the template, open the template file and click Enable Editing tab on the top.
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- This Spreadsheet format includes multiple columns like Issue Title, Status, Planned Start/End Date, Actual Start/End Date, Status, Project, etc.
- Simply enter your data according to the format already given.
- After entering your data in the columns, it will look like this as shown below in the screenshot.
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- Once you have completed entering the data in the spreadsheet, save it on your desktop to later import it to nTask.
- After saving the spreadsheet, click on Import/Export button and attach the file to import it into nTask.
- After selecting Import Bulk Issues, browse the file which you saved and import it to nTask.
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You have now successfully imported Issues to nTask.
Import Bulk Risks:
- Navigate to Risks from the menu panel and from the top right select Import & Export as shown below in the screenshot.
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- On selecting Import & Export, click Import Bulk Risks and then download template button.
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- After downloading the template, open the template file and click Enable Editing tab on the top.
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- This Spreadsheet format includes multiple columns like Risk Title, Mitigation Plan, Details, Status, Start/End Time, Causes, etc.
- Simply enter your data according to the format already given.
- After entering your data in the columns, it will look like this as shown below in the screenshot.
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- Once you have completed entering the data in the spreadsheet, save it on your desktop to later import it to nTask.
- After saving the spreadsheet, click on Import/Export button and attach the file to import it into nTask.
- After selecting Import Bulk Risks, browse the file which you saved and import it to nTask.
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You have now successfully imported Risks to nTask.
If there’s anything you feel needs a more extensive demonstration, you can write to us at support@ntaskmanager.com. We’d be happy to assist!