PULSE Academy / Task Management

Import and export tasks

Move task lists in and out with CSV.

Intermediate · 5 minutes · Article

You'll learn to

• Import tasks from CSV safely
• Export a project's tasks

In a project's Tasks tab, choose Import tasks and upload a CSV. Columns: title (required), status, priority, assignee_email, milestone, start_date, due_date (YYYY-MM-DD), est_effort, tags (separated by ;), description and client_visible. Every row is checked before anything is created, so you can fix problems first.

Export CSV downloads the project's tasks for a spreadsheet or another system.

Try it: export a project's tasks, edit a copy, and import it into a test project.

Related

• Task details that matter
• Custom columns, formulas and connected projects
• Assign tasks to teammates