How to import tasks

Forum|Forum|2 years ago
May 10, 2023
2 replies
1937 views

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

Workfront

Best answer by Tgore08

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

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.

A

AlyssaTrainor

Level 2

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

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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