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How to Upload Tasks Using CSV

Category: Reporting System Category: Web System User Guide Updated: May 22, 2026

How to Upload Tasks Using CSV

The CSV Upload feature allows administrators, project managers, and authorized users to create multiple tasks in a single operation instead of entering tasks individually.

This feature is particularly useful when setting up new projects that contain a large number of tasks. By importing tasks from a CSV file, users can significantly reduce manual data entry and ensure consistency across project records.

Prerequisites

Before importing tasks, ensure the following requirements are met:

  • The project has already been created.
  • Project components have been configured.
  • Project Points Data has been configured.
  • The CSV file follows the system's required format.
  • All mandatory fields have been completed.

Understanding the CSV Import Process

The CSV import process consists of four simple steps:

  1. Download the sample CSV template.
  2. Populate the template with task information.
  3. Upload the completed CSV file.
  4. Verify the imported tasks.

Step 1: Download the Sample CSV Template

Purpose:

The sample CSV template contains the correct column structure required by the system.

Using the provided template helps prevent import errors and ensures that all task data is mapped correctly.

Steps:

  1. Navigate to Task Management > List.
  2. Click the Upload CSV button.
  3. The Upload Task popup window will appear.
  4. Click Download Sample File.
  5. Save the CSV file to your computer.

Step 2: Populate the CSV File

Purpose:

The downloaded template must be completed with the task information that will be imported into the project.

Steps:

  1. Open the downloaded CSV file using Microsoft Excel, Google Sheets, or another spreadsheet application.
  2. Enter the required task information into each row.
  3. Ensure all mandatory fields contain valid values.
  4. Do not modify the column names.
  5. Do not delete any columns.
  6. Save the completed file in CSV format.

Typical Task Information:

Depending on the project configuration, the CSV file may contain fields such as:

  • Project
  • Sector
  • Zone
  • Component ID
  • Path
  • Component ID Path
  • Cable / Device Type
  • Remote Unit
  • Serial Number
  • Batch Number
  • Difficulty
  • Labels
  • Pre Labels
  • Device Quantity
  • Cable Length
  • Points Per Design
  • Phase
  • Status

The exact columns available may vary depending on project requirements.

Step 3: Upload the CSV File

Purpose:

Once the CSV file has been completed, it can be uploaded to automatically create tasks within the selected project.

Steps:

  1. Navigate to Task Management > List.
  2. Click Upload CSV.
  3. The Upload Task popup window will appear.
  4. Click Browse.
  5. Select the completed CSV file.
  6. Verify that the correct file has been selected.
  7. Click Submit.
  8. Wait for the import process to complete.

Step 4: Verify Imported Tasks

Purpose:

After the import completes, users should verify that all tasks have been successfully created.

Steps:

  1. Navigate to Task Management > List.
  2. Use the Project filter to select the project.
  3. Click Search.
  4. Review the imported task records.
  5. Verify that all expected tasks are present.

Reviewing Imported Tasks

After import, administrators should review:

  • Task count.
  • Project assignment.
  • Component IDs.
  • Sector and zone information.
  • Labels.
  • Points data.
  • Task status.

This verification helps identify any data issues before engineers begin working on the project.

Common Import Issues

Invalid CSV Format:

If the CSV file structure does not match the sample template, the import may fail.

Always use the latest sample file provided by the system.

Missing Required Fields:

Tasks containing missing mandatory information may not be imported correctly.

Review all required fields before uploading.

Modified Column Names:

Changing column names may prevent the system from correctly reading task information.

Do not rename any columns in the sample template.

Incorrect Data Values:

Ensure that all project-related information matches existing project configurations.

For example:

  • Valid Project Names
  • Valid Components
  • Valid Difficulty Levels
  • Valid Status Values

Best Practices

  • Always download and use the latest sample CSV file.
  • Validate task data before importing.
  • Import tasks in smaller batches when testing a new project.
  • Verify imported tasks immediately after upload.
  • Review labels and component information carefully.
  • Keep a backup copy of the completed CSV file.
  • Perform imports before assigning engineers to tasks.

Frequently Asked Questions

Can I create multiple tasks at once?

Yes. The CSV import feature is specifically designed to create multiple tasks in a single upload.

Can I modify the sample CSV template?

No. Column names and structure should remain unchanged to ensure successful imports.

Can I import tasks into an existing project?

Yes. Additional tasks can be imported into projects at any time, provided the project remains active.

What happens if some rows contain errors?

Depending on the validation rules configured within the system, affected rows may fail to import. Review the CSV data and correct any errors before re-uploading.

Summary

The CSV Upload feature provides a fast and efficient way to create large numbers of project tasks. By downloading the sample template, entering task information correctly, and validating imported records, administrators can quickly populate projects while maintaining consistent and accurate task data throughout the system.