How to mass upload actions

If you have an action list document in XLS format, you can mass upload its actions into TeamGuru.

Prepare the file

1. Prepare the action list. Prepare the action list you want to upload.

   

2. Indicate parent tasks. When uploading a subtask structure, indicate the parent task of each action.

   

3. Use an accepted date format. Accepted date formats are D.M.YYYY or YYYY-M-D (e.g. 1.3.2013 for March 1st, 2013).

A) Upload the actions using the clipboard

1. Copy the data. Select the data in your prepared XLS file and copy it (Ctrl+C).

2. Open the mass import. Go to the action list and click the Mass Import icon.

   

3. Choose the clipboard. As the Data Source, select Clipboard.

4. Paste the actions. Click into the first cell and paste the actions (Ctrl+V).

5. Set the column order. Set up the order of the columns by changing the column headers as needed.

6. Import the actions. Click the Import now button.

   

B) Upload the file using a predefined template

1. Save the file as CSV. In Excel, click Save As and select the CSV file format.

2. Open the mass import. Go to the action list and click the Mass Import icon.

   

3. Choose a file. As the Data Source, select File.

   

4. Select the template. Select a predefined template (see how to create a file template).

5. Upload the file. Upload your CSV file.

6. Check the results. Go to your TeamGuru action list to check the upload results.