ANTE User Manual

Import Tasks

The Import Tasks wizard lets you create many tasks at once in a project by uploading an Excel (.xlsx) or CSV file. A guided three-step wizard walks you through uploading the file, reviewing and resolving any names it could not automatically match, and confirming the import — so a whole task list can be loaded in one go instead of being typed in one task at a time.

Getting Here

The wizard lives inside a project's task list, not on the main Tasks page.

  1. Open the project whose tasks you want to import.
  2. Go to the project's task list view.
  3. In the view header (top of the task list), click the Import Tasks button — the upload icon next to the Export Tasks (download) icon.

The Import Tasks dialog opens at the first step.

The Three Steps

A step indicator at the top of the dialog shows where you are. Completed steps are marked with a check.

  1. Upload File — choose the file to import.
  2. Review & Resolve — check the parsed rows and fix anything that did not match.
  3. Confirm Import — review the summary and run the import.

You can move backward with Back at any time, or close the wizard with Cancel (or the × in the dialog header) without importing anything.

Step 1 — Upload File

  1. Drag and drop an Excel (.xlsx) or CSV file onto the drop area, or click the drop area to browse for a file.
  2. If the file is read successfully, the wizard moves on to Review & Resolve automatically.

To make sure your file has the right columns, click Download Template first. This downloads a ready-made spreadsheet for the project, with the correct column headers and one example row to follow.

Tip

The importer reads the first sheet in the workbook. The columns can be in any order, but the sheet must include a Task Name column. Rows without a task name are skipped. If something is wrong with the file, an error message appears under the drop area (for example, a missing Task Name column, an empty file, or an unreadable file) — fix the file and try again.

Step 2 — Review & Resolve

This step shows every task row parsed from your file in a table, along with a count such as "5 task(s) parsed from file."

The wizard tries to automatically match the people and project items named in your file to the actual records in this project:

  • Assignee(s) — matched by full name against the project's members.
  • Milestone — matched by name against the project's milestones.
  • Team Role — matched by name against the project's team roles.

When a name matches, it shows as resolved text in the table. When a name cannot be matched, that cell is highlighted and shows a dropdown so you can pick the correct member, milestone, or team role for that row. The dropdown labels the original value as "(unmatched)" so you know which one needs attention.

If any fields still need your input, a note appears: "Some fields need your input before importing." You are not forced to resolve everything — anything left unmatched is simply skipped during import (the wizard warns you about this on the next step).

When you are ready, click Next to continue.

Columns shown in the review table

ColumnMeaning
#The row's position in the file
Task NameThe task title
Assignee(s)The people assigned to the task (resolved, or a dropdown if unmatched)
MilestoneThe milestone the task belongs to (resolved, or a dropdown if unmatched)
Team RoleThe team role for the task (resolved, or a dropdown if unmatched)
PriorityThe task priority from the file
Start DateThe task start date
Due DateThe task due date
EstimateThe time estimate, in days

Step 3 — Confirm Import

The final step shows a summary such as "Ready to import 5 tasks into {project name}."

If any fields could not be matched, a warning appears — for example, "3 field(s) could not be resolved and will be skipped" — so you know those values won't be applied.

  1. Review the summary (and any warning).
  2. Click Import N Tasks to create the tasks. The button shows "Importing tasks…" while it runs.
  3. On success you see "Successfully imported N tasks," and the dialog closes. The new tasks appear in the project's task list.

If the import fails, a "Failed to import tasks" message appears and the dialog stays open so you can try again.

The Import File

The easiest way to prepare a file is to start from the Download Template button in Step 1. The template uses the same column layout that Export Tasks produces, so you can also export an existing project's tasks, edit the spreadsheet, and import it back.

File columns

Column headerDescription
Task NameThe task title. Required — rows without a task name are skipped.
Parent TaskThe exact name of another task in the same file. Filling this in makes the row a subtask of that task. Leave blank for a top-level task.
StatusThe task status / board lane.
MilestoneThe milestone name. Matched against the project's milestones.
Assignee(s)One or more assignee full names, separated by commas. Matched against project members.
Team RoleOne or more team role names, separated by commas. Matched against the project's team roles.
PriorityThe task priority (for example, None, Low, Medium, High, Critical, Urgent).
Start DateThe task start date (for example, 2026-05-01).
Due DateThe task due date (for example, 2026-05-15).
Time Estimate (days)The estimated effort, in days.
Progress (%)The completion percentage.
ChecklistChecklist information.
DependenciesThe names of tasks this task depends on, separated by commas.
DescriptionThe task description.
Subtasks

To import a subtask, put the parent task's exact name in the Parent Task column. During import, the wizard creates the top-level tasks first, then links the subtasks to them by name. In an exported file, subtasks appear directly under their parent and their names are prefixed with an arrow (↳) — this prefix is removed automatically on import, so you can leave it in place.

Common Tasks

Bulk-create tasks from a spreadsheet

  1. Open the project and its task list, then click Import Tasks in the view header.
  2. Click Download Template and fill in your tasks, one per row.
  3. Drag the file onto the drop area (or click to browse).
  4. On Review & Resolve, fix any highlighted (unmatched) assignees, milestones, or team roles, then click Next.
  5. On Confirm Import, click Import N Tasks.

Move tasks from one project's layout into another

  1. In the source project, click Export Tasks (the download icon in the view header) to download the task list as a spreadsheet.
  2. Edit the spreadsheet as needed.
  3. In the target project, open Import Tasks and upload the edited file.

Fix an unmatched name during review

  1. On the Review & Resolve step, look for highlighted cells in the Assignee(s), Milestone, or Team Role columns.
  2. Open the dropdown in that cell (it labels the original value as "(unmatched)").
  3. Choose the correct member, milestone, or team role for that row.
  4. Repeat for each highlighted cell, then click Next.
Tip

Any field you leave unmatched is skipped — the task is still created, just without that value. If exact matching matters, make sure assignee, milestone, and team role names in your file match the names used in the project.

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Assigned Task
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Deleted Tasks