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  6. Importing Tasks
Pulse Academy: Module

Importing Tasks

You can import existing task lists from various formats, including:

  • Standard which uses Excel according to a specific Pulse Tasks Template
  • MS Project Excel – using an Excel file exported from MS Project
  • MS Project – mpp file exported from project.

How to Import a list of Tasks

Go to the Tasks tab, hover over the “Task List Actions” button and then click “Import Tasks”

Task tab – highlighting Import Tasks option in the Task List Actions dropdown

This will open the Import Tasks Wizard page in a pop-up window.

Screenshot of the Import Task List pop-up window

Choose a File Format to import from the “Choose Template Dropdown”

Screenshot of the Import Task List Wizard pop-up – highlighting choose template options

Select the File to Import

Use the Standard File Picker to find and select the file you want to upload.

Screenshot of the Import Task List Wizard pop-up – highlighting Select Import File

You can read the instructions on how to prepare your files via the links at the bottom of the pop-up.

Select the Import method

Select the Import method to determine whether you want to Replace the Tasks or Add to existing Tasks:

Screenshot of the Import Task List Wizard pop-up – highlighting Import Method options
  • Append to existing Task list.
    The tasks you import will append to the current task list. No tasks will be deleted.
  • Delete existing Tasks.
    All tasks in this project will be DELETED and be replaced.

Select the appropriate date format

You must select the date format that matches the date format used in your document. The Wizard will display an error if you select a date format that does not match the date format used in your source file.

Screenshot of the Import Task List Wizard pop-up – highlighting Date Format options

The options for date format are:

  • US mm/dd/yyyy
  • UK dd/mm/yyyy

Select Task Access Rules

Select whether the Tasks imported should be visible for Venders or Clients.

Screenshot of the Import Task List Wizard pop-up – highlighting Task Access options

Please Note: Most Tasks by default are not visible to Vendors and Clients.

Click “Upload”

The import wizard will load the tasks according to what you have uploaded.

Screenshot of the Import Task List Wizard pop-up – highlighting Imported Tasks in WIzard

Close the pop-up and refresh the task list to see the imported tasks.

Task tab – highlighting Imported Tasks in Tasks tab

Standard Excel Import

To import tasks, you need to use our ‘Standard Import Template’.

  • Download Template Here: Download Excel Template
  • Do not change the first row ‘Headers’ (Except for Custom Fields. See below).
  • Enter as many rows in the document you like
  • Start and End Dates must be formatted in Excel as ‘*14/03/2001’ (note the asterix)
  • Colours and formatting will be ignored
  • Priority Names, Ticket Type and Status must match exactly, the names in your system.
  • If a Priority/Type/Status is not recognised, they will be set to default values.
  • Additional ‘Custom Fields’ can be included after the ‘End Date’
  • In the first row, enter the ‘Field Name’ to match your ‘Custom Field’ names in your system.
  • Click ‘Upload’
  • Your tasks will be imported and created as standard tasks.

In the Task List of a project, go to Task List Actions > Import.

MS Project Import

To create a Microsoft Excel Export of your Microsoft Project File, follow these steps:

  • Open your MS Project File.
  • Select ‘Save As’ from the ‘File’ Menu.
  • From the ‘Save as type’ menu, choose ‘Microsoft Excel Workbook.’
  • Click ‘Save’ and you will be shown the ‘Export Wizard.’
  • Click ‘Next.’
  • Select ‘Project Excel Template.’
  • Click ‘Finish.’
  • You have now created the exported file to upload.

*This format will upload task dependencies into Pulse!

Next: Task Timings