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How to Import a Template From a CSV

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. 

WHAT THE MAVENS KNOW

In Mavenlink, projects are imported using templates. After you add task lists, workflows, and resources to a template, you can create a project from it. 

 

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