Importing / Exporting

Importing tasks into Timeline/Gantt from files

Only App Admin and Board Admin have permission to import.

If you have an existing project planned outside of Jira and want to manage it in TeamBoard ProScheduler, you can easily import the file instead of manually recreating the project. Your Timeline and Gantt chart will automatically populate with all the project details.

We allow users to directly import files in formats such as .mpp, .mpt, .csv, .xls, and .xlsx into ProScheduler’s Timeline and Gantt charts, streamlining the transition between project management tools.

To proceed, follow the steps below:

STEP 1 Navigate to the Gantt or Timeline Board

STEP 2 Click on the Import icon located at the top right corner.

STEP 3 In the Import window, click Browse and select the file you wish to import.

✅ Import data from MS Project:

Supported file formats: .mpp or .mpt
Select the project you want to import.

(Optional) Check the "Convert parent issues to Epic" box to import tasks as parent-child hierarchies. (Hierarchies supported: Epic → Task)

Click to load the data into TeamBoard ProScheduler.

✅ Import data from MS Excel:

Supported file formats: .csv, .xls, and .xlsx
Select the project you want to import.
Map the following fields from your file to TeamBoard fields:

Summary (Required): The task name will be imported as the Issue Summary.
Start Date and End Date (Optional): Accepted date formats: YYYY-MM-DD, DD/MMM/YY, DD-MM-YYYY, MMM-DD-YYYY
Parent Row (Optional): Row number of parent tasks in your file.

(Optional) Check the "Convert parent issues to Epic" box to import tasks as parent-child hierarchies. (Hierarchies supported: Epic → Task)

Click to load the data into TeamBoard ProScheduler.

Note: For reference, see the example .xlsx file format below: Example file (1).xlsx

Tips for a smooth import:

Ensure that your file is properly organized and up-to-date.
Resolve any missing dependencies or conflicting data before importing.
Use filters and grouping in ProScheduler to organize your imported tasks more effectively

Exporting tasks to a file from Timeline/Gantt

The export feature offers a customizable column selection, enabling you to include only the relevant data in your spreadsheet.

To proceed, follow the steps below:

STEP 1 Navigate to the Gantt or Timeline Board

STEP 2 Click on the Export icon located at the top right corner.

STEP 3 A dialog box will appear with a list of available columns. Select the columns you want to include in your exported file.

Only the columns that are visible in the table can be selected for export. Make sure to add the desired columns to the table before proceeding.

STEP 3 Once you've selected the desired columns, click the button to generate the file.