Exporting and Importing Tasks with Excel

Import and export tasks to and from Workspaces.

Exporting Tasks

Export your Workspace with all its Tasks and related fields. You can then use the exported file

  • as a template for importing Tasks into a different Workspace
  • to collect and analyze data in the spreadsheet or in other systems

To export Tasks from a Workspace:

  • Open the Workspace menu and click Export to Excel.
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    You will receive a notification when the spreadsheet is ready to download.

Importing Tasks

Use a template to import new Tasks into a Workspace. For each Task, you can enter related items, including the Epic, Milestone, Board, Stage, labels, the assignee, and more.

Note: You cannot import/update existing Tasks.

To import Tasks:

  1. Open the Workspace menu in Clarizen Go and click Import from Excel.
  2. Click Download a sample file.
  3. In the Excel spreadsheet, add Tasks in the Tasks sheet. Use the Validations sheet to learn more about how to enter values for each of the task fields, see limitations, etc.

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  4. Close and save your file.
  5. Open the Workspace menu in Clarizen Go and click Import from Excel. Select your file and click Import Tasks.
    You will receive a notification when the tasks have been successfully imported. 
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