Import Tasks from Excel

If you're new to CxPlanner and have a list of tasks from a previous project - or any other source - that you need to add quickly, you can save time by importing them directly from an Excel sheet. It's an efficient way to get started, especially if you already have your task list prepared.

Step-by-step guide:

Go to Project settings in the relevant project.
Select the Advanced tab.
Click Import tasks.
Upload your Excel file containing the tasks.

Video guide:

Updated on: 06/02/2025