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Import
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Tasks into Timeline/Gantt from
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Files
If you have a complex project in MS Project. Instead of recreating it manually in an existing project planned outside of Jira and want to manage it in TeamBoard ProScheduler, you simply can easily import the file , and your Gantt chart is instantly populated with all your instead of manually recreating the project. Your Timeline and Gantt chart will automatically populate with all the project details.
Allows We allow users to directly import MS Project files (file in formats : such as .mpp, .mpt) , .csv, .xls, and .xlsx into ProScheduler’s Timeline and Gantt charts, streamlining the transition between project management tools.
To proceed, follow the steps below (Please note: Only App Admin and Board Admin have permission to import)
1. Go to TeamBoard and navigate to the Timeline or Gantt tab
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2. Click on the "Import
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icon” located at the top right corner.
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3. In the Import window, click "
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Browse your local files and select the Microsoft Project file you wish to import (supported formats: .mpp, .mpt).
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Select a project
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Click “Import”
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Browse” and upload a specific file
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3.1 Import data from MS Project
Upload a file format .mpp or .mpt
Select a project you want to import.
Check the "Convert parent issues to Epic" box to import the task as the parent-child hierarchies.
Click “Import”
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3.2 Import data from MS Excel
Upload a file format: .csv, .xls, .xlsx
Select a project you want to import.
Map the following fields from your file to TeamBoard fields:
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Summary (Required): Your task name will be imported as Issue Summary.
Start Date and End Date (Optional): Start and end dates of tasks.
Accepted date formats: YYYY-MM-DD, DD/MMM/YY, DD-MM-YYYY, MMM-DD-YYYY
Parent Row (Optional): The row number of parent tasks in your file. Map this field and check the "Convert parent issues to Epic" box to import the task as the parent-child hierarchies.
Hierarchies supported: Epic → Task
For reference, see the example .xlsx file format below:
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| Info |
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Tips for a Smooth Import:
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Export
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Tasks to File from Timeline/Gantt
The export feature offers a customizable column selection, enabling you to include only the relevant data in your spreadsheet.
Click on the "
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Export" button. A dialog box will appear with a list of available columns.
Choose the columns you want to include in your Spreadsheet.
Click the "Export" button to generate the file.
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Please note: To export the desired columns to your spreadsheet, you must add those columns to the left pane of the Timeline/Gantt chart before exporting.
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