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PhillipDunn
Level 3
May 10, 2023 5:19 PM UTC
Solved

How to import tasks

I am looking for a way to import tasks from a CSV. The solution should be easily repeatable.

Tgore08Accepted solution
Level 2
May 11, 2023 1:39 PM UTC

I use the kickstart function in Workfront every month to accomplish this. My upload file has column headers for "setProjectID", "setGroupID", "setName", "setCategoryID", and other internal custom field names which automatically routes the upload straight to where I want the information to go in Workfront. I recommend looking into kickstarts.

4 replies

Tgore08Accepted solution
Level 2
May 11, 2023 1:39 PM UTC

I use the kickstart function in Workfront every month to accomplish this. My upload file has column headers for "setProjectID", "setGroupID", "setName", "setCategoryID", and other internal custom field names which automatically routes the upload straight to where I want the information to go in Workfront. I recommend looking into kickstarts.

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Level 2
Jan 31, 2025 6:57 PM UTC

is there any video tutorials how to do this - never having used kickstart functions?

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Doug_Den_Hoed__AtAppStore
New Participant
Jan 31, 2025 9:26 PM UTC

Hi @AlyssaTrainor,

 

Another option is our Excel Updater solution which does Inserts and Updates, and has a video here that is fairly similar to the native Workfront Kickstart functionality.

 

Regards,

Doug

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ChrisStephens
New Participant
May 10, 2023 6:27 PM UTC

If you have Fusion, you can import the CSV directly and program how you want to ingest it.

 

Alternatively, you could use the kickstart function to import tasks. https://experienceleague.adobe.com/docs/workfront/using/administration-and-setup/manage-wf/kick-starts/import-data-via-kickstarts.html?lang=en

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