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 DACH Partner, MT Tester, DE Business, EN Advocate Posts: 1,377 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 Experten-Partner von Meister führe ich in meiner Agentur u. a. Workshops für die Integration der Meister Software durch. Hier in der Community freue ich mich auf den Austausch mit Euch und helfe bei Fragen zu MeisterTask, MeisterNote und MindMeister gerne weiter.

    Weitere Informationen findest Du auf agenturkoper.de und LinkedIn.

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