Import and Export

Import Tasks into Timeline/Gantt from Files

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 (Please note: Only App Admin and Board Admin have permission to import)

1. Go to TeamBoard and navigate to the Timeline or Gantt tab

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

3. In the Import window, click "Browse” and upload a specific file

3.1 Import data from MS Project

1. Upload a file format .mpp or .mpt

2. Select a project you want to import.

3. Check the "Convert parent issues to Epic" box to import the task as the parent-child hierarchies.

4. Click “Import”

3.2 Import data from MS Excel

1. Upload a file format: .csv, .xls, .xlsx

2. Select a project you want to import.

3. Map the following fields from your file to TeamBoard fields:

• Summary (Required): Your task name will be imported as Issue Summary.

• Start Date and End Date (Optional): Start and end dates of tasks.

Accepted date formats: YYYY-MM-DD, DD/MMM/YY, DD-MM-YYYY, MMM-DD-YYYY

• Parent Row (Optional): The row number of parent tasks in your file. Map this field and check the "Convert parent issues to Epic" box to import the task as the parent-child hierarchies.

Hierarchies supported: Epic → Task

: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.

Export Tasks to File from Timeline/Gantt

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

1. Click on the "Export" button. A dialog box will appear with a list of available columns.

2. Choose the columns you want to include in your Spreadsheet.

3. Click the "Export" button to generate the file.

Please note: To export the desired columns to your spreadsheet, you must add those columns to the left pane of the Timeline/Gantt chart before exporting.