Import Tasks from Excel
Overview: import tasks from Excel
Excel task import uploads a spreadsheet of tasks into a project, which is used when migrating a punch list or issue list from another tool or a previous project.
For add versus update options and template download, see Import tasks from XLSX.
- Your role must be project Admin.
- You can find the menu at Project settings - Advanced - Import tasks.
- This adds tasks to the project task list. Existing tasks are not overwritten unless they match specific identifiers.
How to import tasks from Excel
- Go to Project settings in the project.
- Select the Advanced tab.
- Click Import tasks.
- Upload your Excel file containing the tasks.
Results: import tasks from Excel
- Imported tasks appear in the project task list
- You can edit, assign, or update them like manually created tasks
- Incorrectly formatted rows are skipped
Role type | Required role level |
|---|---|
Company role | User or higher |
Project role | Admin |
Troubleshooting: import tasks from Excel
Problem | Cause | Solution |
|---|---|---|
Import option not visible | Project role is below Admin | Ask a project Admin to run the import or raise your role |
Some tasks missing after import | Incorrect Excel format or empty rows | Check the file against the CxPlanner format and re-import |
File upload fails | File type is not supported | Save the spreadsheet as .xlsx and upload again |
Updated on: 07/26/2026
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