How to import tasks

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I am looking for a way to import tasks from a CSV. The solution should be easily repeatable.

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Tgore08Accepted solution

Level 2

I use the kickstart function in Workfront every month to accomplish this. My upload file has column headers for "setProjectID", "setGroupID", "setName", "setCategoryID", and other internal custom field names which automatically routes the upload straight to where I want the information to go in Workfront. I recommend looking into kickstarts.

ChrisStephens

Community Advisor

If you have Fusion, you can import the CSV directly and program how you want to ingest it.

Alternatively, you could use the kickstart function to import tasks. https://experienceleague.adobe.com/docs/workfront/using/administration-and-setup/manage-wf/kick-starts/import-data-via-kickstarts.html?lang=en

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T

Tgore08Accepted solution

Level 2

I use the kickstart function in Workfront every month to accomplish this. My upload file has column headers for "setProjectID", "setGroupID", "setName", "setCategoryID", and other internal custom field names which automatically routes the upload straight to where I want the information to go in Workfront. I recommend looking into kickstarts.

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AlyssaTrainor

Level 2

is there any video tutorials how to do this - never having used kickstart functions?

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Doug_Den_Hoed_AtAppStore

Community Advisor

Hi @AlyssaTrainor,

Another option is our Excel Updater solution which does Inserts and Updates, and has a video here that is fairly similar to the native Workfront Kickstart functionality.

Regards,

Doug

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Learn more at www.atappstore.com, email doug.denhoed@atappstore.com, or tag me here @Doug_Den_Hoed_AtAppStore.

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