This is the most efficient option if you want to upload all projects and tasks at once. Only the team members with the roles of Admin and Manager can import projects and tasks.
- Click “Settings” in the main menu
- Click the Import tab in the header
- Download the CSV file and fill/ copy all projects into the Projects column and all tasks into the Tasks column (you can fill and import other categories through this form too – Team Members and Clients)
- Save the file to your desktop or a folder
- Upload the file by clicking the “Upload” button
This is how you can create a full list of projects and tasks in Time Analytics. You can view and edit projects and tasks by clicking on the “Projects” or “Tasks” buttons in the main menu.
If you repeat the import process (for example you have a new type of project or task you want to import) make sure the list contains only the new projects and tasks to avoid duplication.
Either way, you can always add tasks and projects manually.
Need more support? Get in contact with our support team via chat or email.