Import Tasks from Excel
Overview
How do I quickly add tasks from an existing list into CxPlanner?
If you already have a prepared list of tasks in Excel, you can save time by importing them directly into CxPlanner. This method is ideal for migrating tasks from a previous project or other task tracking system.
When and why to use this
Importing tasks from Excel is useful when:
- You are starting a new project and already have a task list prepared.
- You need to migrate tasks from another tool or format.
- You want to avoid manually creating tasks one-by-one.
What happens when you import:
- All tasks from the Excel file are added to your selected project.
- The system maps task fields according to the Excel structure.
- Existing tasks are not overwritten unless they match specific identifiers.
Limitations:
- The Excel file must follow the CxPlanner import format.
- Large imports may take longer to process.
Guide - How to import tasks from excel
- Go to Project settings in the relevant project.
- Select the Advanced tab.
- Click Import tasks.
- Upload your Excel file containing the tasks.
Behavior and results
When the import is completed:
- Tasks will appear immediately in your project task list.
- You can edit, assign, or update these tasks as you would with manually created ones.
- Any unsupported or incorrectly formatted rows in the Excel file will be skipped.
Permission matrix
Role type | Required role level |
|---|---|
Company role | User or higher |
Project role | Admin |
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Import option not visible | Insufficient permissions | Ask the project admin to update your role |
Some tasks missing after import | Incorrect Excel format or empty rows | Check the file format and re-import |
File upload fails | File type not supported | Ensure file is saved as |
Quick facts
- Requires: Project role Admin
- Location: Project settings → Advanced → Import tasks
- Affects: Project task list
Updated on: 08/12/2025
Thank you!