Exporting & Importing Tasks

You can export and import tasks to and from CSV/JSON files.

To export tasks, you can either export specific tasks individually by hovering over the Export Task option in the task options, and selecting on the desired format – either CSV or JSON.

You can export all the tasks by going to the Tasks page and clicking on the options icon in the top-left side of the task list, hovering over the Export Tasks option and selecting the required format.

Importing tasks are essentially the same, however instead of clicking on the Export Task option, you should click on the Import Task option and then you will be able to select the file you want to import. You will be shown which tasks were imported and other details after selecting your file.

The format for the headers should be the following (note that the fields not needed can be left empty, so they are all optional, but the headers are required):

ID,Parent ID,Created By,Project,Assignee,Name,Description,Completed,Categories,Date Created,Due Date,Start Date,Date Completed

  • ID: This is the ID of the task. If left empty, it will create a new task, otherwise it will attempt to update the task with the same ID in Zephyr with the data you provided.
  • Parent ID: The ID of the parent task if you would like it to be a subtask of a different task.
  • Created By: The user ID of the user who created the task. If left empty it will automatically use the ID of the user importing the file.
  • Project: The ID of the project to assign it to.
  • Assignee: The user ID or comma separated list of user IDs to assign the task to
  • Name: The name of the task.
  • Description: The description of the task.
  • Completed: Whether the task is completed or not. Leave empty or set to ‘0’ for ‘Not Completed’ and ‘1’ for ‘Completed’.
  • Categories: To assign the task to categories, you can pass the IDs of the categories here.
  • Date Created: The date the task was created. If left empty, it will just use the current date that you import it on. Format: yyyy-mm-dd H:i:s (example: 2021-09-12 16:00:00)
  • Due Date The due date of the task. Format: yyyy-mm-dd H:i:s (example: 2021-09-12 16:00:00)
  • Start Date: The start date of the task. Format: yyyy-mm-dd H:i:s (example: 2021-09-12 16:00:00)
  • Date Completed: The completed date of the task. Format: yyyy-mm-dd H:i:s (example: 2021-09-12 16:00:00)

Below is an example CSV file with the correct format and 2 example tasks to download.

Download Example Task Importer CSV

tasks
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