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PhillipDunn
PhillipDunn
New Participant
May 10, 2023
Solved

How to import tasks

  • May 10, 2023
  • 2 replies
  • 1937 views

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

Best answer by Tgore08

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.

2 replies

T
Tgore08Accepted solution
New Participant
May 11, 2023

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.

A
AlyssaTrainor
New Participant
January 31, 2025

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

Doug_Den_Hoed__AtAppStore
Doug_Den_Hoed__AtAppStore
New Participant
January 31, 2025

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

ChrisStephens
ChrisStephens
New Participant
May 10, 2023

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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