How to mass upload actions

If you have an action list document available in XLS format, there is an option to mass upload the actions into TeamGuru.

1. Prepare the action list to upload
2. When uploading subtasks structure, indicate the parent task for each action
3. Accepted date formats: D.M.YYYY or YYYY-M-D (e.g. 1.3.2013 for March 1st, 2013)

You can upload the file in 2 ways:

A. Upload the actions using a clipboard

B. Upload the file using a predefined template

ad A) Upload the actions using a clipboard:

1. Select the data from your prepared xls file and copy them (Ctrl+C)

2. Go to the Action list and click on the Mass import icon

3. As a Data source select Clipboard 

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

5. Set up the order of the columns (change the column header according to your needs)

6. Click on the Import now button

ad B) Upload the file using a predefined template

1. Save the file as a csv format (in Excel, click on Save as, select a file format)
2. Go to the Action list and click on the Mass import icon
3. As a Data source select File
4. Select a predefined template (how-to-create-new-template)
5. Upload your CSV file
6. Go to your Team Guru Action list to check the upload results​