How can I import data into an active project?

Laurie
Laurie EN Basic Posts: 1 New Here
edited May 2023 in Ask the Community

I know I can import data (.csv) to create a new project, but how can I import data into an active project? I have tried to use the same Project's name, but it creates a new project every time. Any suggestion? :-)

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Best Answer

  • Joerg Koper
    Joerg Koper MT Tester, DE Business Posts: 1,492 Community Leader
    Answer ✓

    Hi @Laurie and welcome to the community 👋🙂

    • If you want to complement a project with further data, you have to do it manually. If you want to transfer or copy data from one project into another, you can duplicate or move tasks, for example.
    • If you'd like to insert an already existing checklist from another task, you can create checklist templates.
    • A further way to send data into a project, is to create new tasks by email.

    I hope, I could help you out a bit.

    Best, Jörg

    Als Entwickler der Koper-Methodik und Experte für Prozessmanagement führe ich in meiner Agentur u. a. Retreats für Freiberufler, Solopreneure und inhabergeführte Unternehmen durch. Hier tausche ich mich zwischendurch gerne mit euch über die Tools MeisterTask und MeisterNote aus. Weitere Informationen über mich findet Ihr auf agenturkoper.de und LinkedIn.