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해결됨

How to import tasks

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Level 3

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

1 채택된 해결책 개

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정확한 답변 작성자:
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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4 답변 개

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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...

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정확한 답변 작성자:
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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Level 3

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

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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