Import: Tasks

Technical Documentation

The Import Tasks option is used for importing new task(s) and/or updating exiting task(s) on existing projects only.

If you are wanting to import new projects, then we recommend using the Projects import and leveraging the "Copy Tasks from Project Number" column in your import vs trying to import each unique task. This allows for ease of importing and consistency of data.

NOTE: Import of Task Predecessor- within the schedule the predecessor is set using the Line number. For the import of this setting you must use the Task ID of the predecessor, NOT the line number.

Required Fields

Project Number

There may be more required fields, based on your specific settings.

Key Fields

Project Number and Task ID

The Key Field(s) will be used to determine if a record already exists. Multiple key fields are separated by commas and will be checked in the order list. The first one to match an existing record will be used as the key for that record. If a matching record is found it will be updated with the imported values.

Possible Fields

Project Number, Act Complete, Act Start, Allow Allocated Hours, Allow Anyone, APlan Complete, APlanStart, Base Complete, Base Start, BC Commission, Billing Item ID, Constraint Date, Constraint Day Of The Week, Description, Detail Act Complete, Detail Act Start, Detail Perc Comp, Detail Service Code, Due By Comments, Exclude From Status, Hide From Client, Hourly Rate, Hours Allocated, IO Commission, Manual Adjustment, Markup, Must Finish On Pred Complete, Perc Comp, Perc Comp Separate, Plan Complete, Plan Duration, Plan Start, Predecessors, Predecessors Complete, Priority, Project Status When Task Complete, Reviewed By Traffic, Schedule Notes, Schedule Task, Show Desc On Est, Status Comments, Summary Task ID, Task Constraint, Task ID, Task Name, Taxable, Taxable2, Timeline Segment, Track Budget, User ID, Weekly Hours, Work Any Day