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Import a Template from CSV

Overview

In Mavenlink, projects and tasks are currently imported using templates. Templates are imported from .csv or .txt files in CSV format. Once the data in your CSV file is matched and imported correctly, you can apply the imported project template to a newly-created project.

Step-by-Step

How to Import a Template From a CSV File

  1. On the left-hand nav bar, click Templates.
  2. Click Import CSV.
    Import-CSV.png
  3. On the Import Tasks From a CSV dialog box, click Choose a File. If you would like to work from a sample CSV template, click Download our sample CSV file.
  4. When you’re done uploading the CSV file, click Create Template.
    Create-Template.png
  5. Your imported template will appear at the top of the list.

 

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