Expand my Community achievements bar.

SOLVED

How to import tasks

Avatar

Level 3

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

1 Accepted Solution

Avatar

Correct answer by
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.

View solution in original post

4 Replies

Avatar

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-star...

Avatar

Correct answer by
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.

Avatar

Level 3

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

Avatar

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