Skip to main content

Import programme tasks from a CSV file

Use this dialog to upload a CSV file and import multiple programme tasks into a project at once, reviewing any validation issues before finalising the import.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the import programme tasks dialog​

From your programme or project view, select the option to import programme tasks; the Import Programme Tasks dialog opens as a pop-up over your current page.

Open the import programme tasks dialog

Step 2: Review the import requirements​

Read the on-screen guidance explaining the required CSV columns, valid task statuses (planned, in_progress, completed, delayed, cancelled, on_hold) and priorities (low, medium, high, urgent), so that your file is correctly formatted.

Review the import requirements

Step 3: Select or drag and drop your CSV file​

Either click the upload area to browse and select a CSV file from your computer, or drag and drop the file onto the highlighted dropzone; the selected file name is shown in the dialog.

Select or drag and drop your CSV file

Step 4: Validate the imported rows​

After the file is read, review the list of imported rows, checking any error messages shown against specific rows where required fields, dates, statuses or priorities are invalid or missing.

Validate the imported rows

Step 5: Confirm and start the import​

When you are satisfied with the preview and validation results, select the option to import; the dialog shows a loading state while the tasks are sent to the server using your authenticated session.

Confirm and start the import

Step 6: Review import results and close the dialog​

Once the import completes, check the confirmation message with the number of tasks successfully imported and any remaining issues, then close the dialog to return to your programme view where the new tasks are now available.

Review import results and close the dialog

Last updated: 2026-01-23