Need to create multiple tasks at once? Our task import feature lets you set up to 1,000 tasks for your freelancers in one go.
Before you start:
Make sure that:
Your freelancers are already invited to your team – they'll get notifications about new tasks right after you upload the task file and will need to log in and accept them
You're in the right company account (if you manage multiple accounts as a user)
You have the necessary permissions – you'll need to be either a company administrator or have the Import tasks permission (which can be set in Company –> Users).
Import process:
1. Head to Tasks, click Create in the top-right corner, and select Import tasks.
2. Download our template file.
3. Fill out the file following our guidelines below:
The maximum allowed number of lines for one file is 1,000. If your file exceeds 1,000 lines, please split it into several files and upload them separately.
4. Click Select to choose your file, then hit Upload and wait for the process to complete.
Note: Please wait for the upload to finish before clicking the button again.
5. If there are any errors in your file, you can download an error report from the History section.
Pro tip: Want to see how tasks were created? Customize your tasks list by clicking Columns in the Tasks section, selecting Creation method, and hitting Save.
Need help? Our support team is here for you – just reach out via online chat or drop us a line at [email protected].