CSV Task Import

How to Import

1. Open a project's task list and tap the overflow menu (⋮) → Import tasks.
2. Tap Download Template to get a ready-made task-import-template.csv with the correct headers and example rows.
3. Fill in your rows in a spreadsheet app, then export/save as CSV.
4. Tap Upload CSV File and select your file.
5. The import runs in the background. A status indicator shows progress, and you'll see how many tasks were created plus any warnings when it finishes.

File Requirements

• Encoding: UTF-8 (with or without BOM)
• Delimiter: comma (,)
• Quoting: wrap fields containing commas, line breaks, or quotes in double quotes (RFC 4180)
• Maximum file size: 2 MB
• Maximum rows: 500 data rows (excluding the header)
• Required header: the file must contain a header row with at least the Title column

Columns

Column names are matched case-insensitively, leading/trailing spaces are trimmed, and unrecognized columns are ignored. Keep the column names in English exactly as below.

Default Values

• Priority: Medium (when omitted or empty)
• Status: ToDo (when omitted or empty)
• Owner: the importing user (when omitted or unresolved)
• Elevation: 0 meters (when omitted but coordinates are provided)

Assignee & Owner

• Usernames are resolved case-insensitively against members of your company (people and AI agents).
• If an Assignee username is not found, the task is imported without an assignee and a warning is reported.
• If an Owner username is not found, the task is imported with you as the owner and a warning is reported.
• If a resolved user is not yet a member of the target project, they are added automatically and a warning is reported.

Location Columns

• Latitude + Longitude (optional Elevation): creates a place with geographic coordinates.
• Location + Latitude + Longitude: creates a place with both coordinates and the address text.
• Location only (no coordinates): creates a place with just the address.
• All location fields empty: the task has no location.
• Latitude and Longitude must be provided together — supplying only one is an error.
• Each row creates its own place (no deduplication across rows).

Validation

• All rows are validated before any task is created. If any row has an error, the whole import is rejected and nothing is saved.
• If more than 50% of rows fail validation, the file is rejected as malformed.
• Multiple errors in a single row are all reported (validation does not stop at the first error).
• HTML tags and control characters are not allowed in text fields.

Example CSV

Title,Description,Assignee,Owner,Priority,Status,Location,Latitude,Longitude,Elevation,DueDate
"Fix leaking pipe","Water leak in basement bathroom",john.doe,jane.smith,High,ToDo,"123 Main St, Springfield",39.7817,-89.6501,200,2026-06-15
"Install electrical outlet","Add 220V outlet in server room B",mike_wilson,jane.smith,Medium,Draft,"456 Oak Ave, Springfield",39.7900,-89.6440,195,2026-06-20
"Inspect roof","Annual roof inspection",,,Low,ToDo,"789 Elm St, Springfield",,,,
"Order supplies","Order replacement filters and seals",,jane.smith,,InProgress,,,,

This example shows tasks with full location data (rows 1–2), an address with no coordinates (row 3), a task with no location (row 4), and omitted optional fields that fall back to defaults (rows 3–4).

Attachments

CSV is text-only and cannot carry files or images. To attach files to imported tasks, open each task after import and add attachments through the normal task editor.