Importing tasks from a CSV file

The import feature in tasks allows for bulk task creation from a CSV file rather than manually creating tasks in a project.  To import tasks from a CSV, the provided CSV file will need to be a in a standard format, so the fields used in the CSV file can be mapped to the corresponding Xebrio fields. 

In the Tasks tab, click on the Import button to begin the process.

• Step 1: Choose a valid CSV file by dragging and dropping a file or browsing your machine for one.  Note that Markdown Text is not supported while importing tasks from CSV. 
  • If the file is in a wrong format or the file size exceeds the limit of 1MB, an error will appear. 
  • Once Xebrio validates the format and size, the Next button will be enabled. Click Next to proceed.

• Step 2: Map the CSV fields to the corresponding Xebrio fields, with the columns from the CSV file listed under CSV Fields and the pre-defined Xebrio system fields under Xebrio Fields. Once a field is mapped it will have a green check mark to indicate it will be mapped when imported. Only mapped fields will be imported. Fields that are multi-choice will be mapped in the next step. Click Next to proceed.

The Xebrio system fields and corresponding notes are:  

• • Title - The title is a required field with a character limit of 300. 
  • Description - Summary or details of tasks
  • Start Date - Data will need to be in a valid date format which can be converted to Xebrio's pre-defined format. Task start dates cannot be earlier than the project start date. 
  • Due Date - Data will need to be in a valid date format which can be converted to Xebrio's pre-defined format.
  • Status - The status of the task, such as In Progress or Compete. CSV status terms may be different than Xebrio's pre-defined system status terms, and these can be mapped in the next step. (i.e. CSV field is "Queued" which can be mapped to Xebrio's "Not Started" status)
  • Type -The type of the task, such as Development or Sales. CSV type terms may be different than Xebrio's pre-defined system type terms, and these can be mapped in the next step. (i.e. CSV field is "Trial" which can be mapped to Xebrio's "Testing" type)
  • Priority - The priority of the task, such as P0 or High. CSV priority terms may be different than Xebrio's pre-defined system priority terms, and these can be mapped in the next step. (i.e. CSV field is 'High' which can be mapped to Xebrio's 'P0' priority)
  • Assignee - The value should be an email id of user who is a member of the project. 

• Step 3: For fields with multi-choices, map those choice values from the CSV file to the Xebrio pre-defined value set.  The multi-choice fields which Xebrio provides is Status, Type, and Priority. Click Next to proceed.

• Step 4: Optionally add a default assignee if there are unassigned imported tasks.
  • This is not mandatory.  Click Next to proceed.

• Step 5: Validate the CSV file with mapped fields and values. Click Start Validating CSV.
  • Each record will be validated and a pass or fail indicator will appear for each.
  • Pass: A record which passes can be imported into Xebrio, and is indicated by a green check icon. 
  • Fail: A failed record will have details of the error. There will be View button to see details of the failure. On view, user can see failure message. Failed records cannot be edited in Xebrio. You may import another CSV with required edits for those records, but do not import the passing records again to avoid duplicate task entries.

• Step 6: Import the passing records. If you are satisfied with the validation, click Proceed to import the passing records into Xebrio. Failed records will not be imported. There will be a message to confirm how many tasks are imported successfully, and a link to return to the Tasks list. 

Users will need view and edit access in the task module to import tasks.