Importing Tasks

Got a spreadsheet full of tasks? Don’t create them one by one. Use CSV import to add them all at once.

When to use this

CSV import makes sense when you have:

• A long list of similar tasks (50 sites to inspect, 100 items on a checklist)
• Tasks from another system you want to bring into Valiro
• A template you use repeatedly for similar projects

If you’re just adding a handful of tasks, it’s probably faster to create them directly.

The process

1. Create a CSV file with your tasks
2. Upload it to Valiro
3. Map the columns to Valiro fields
4. Review and import

Setting up your CSV

At minimum, you need a title column. Everything else is optional but helpful.

title,description,assignee,dueDate,packageName
Inspect Site #101,Safety and compliance check,john@company.com,2024-03-15,Assessment Phase
Inspect Site #102,Safety and compliance check,john@company.com,2024-03-16,Assessment Phase

Available columns

• title (required) — What the task is called
• description — Details and instructions
• assignee — Email address of who should do it (must match a user in Valiro)
• status — “Not Started”, “In Progress”, “Completed”, or “Cancelled”
• priority — “High”, “Medium”, or “Low”
• dueDate — When it’s due (YYYY-MM-DD format works best)
• packageName — Which work package it belongs to (must match exactly)

Creating the file

Use Excel, Google Sheets, or any spreadsheet app. When you’re done, export as CSV (usually File → Save As → CSV or File → Download → CSV).

Make sure dates are in a consistent format and emails match what’s in Valiro.

Common problems

“Assignee not found” — The email doesn’t match anyone in Valiro. Double-check spelling, or leave blank and assign later.

“Work package not found” — The package name doesn’t match exactly. Check capitalization and spelling. Create the work package first if it doesn’t exist.

“Invalid date” — Use YYYY-MM-DD format (2024-03-15) to avoid issues.

Tips

Test with a small sample first. Import 5-10 rows to make sure everything maps correctly, then do the full import.

Create work packages before importing. If your CSV references packages that don’t exist, the tasks might end up in the wrong place.

Keep your template. Once you have a CSV format that works, save it. You can reuse it for similar projects.

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Related: Work Items for managing tasks after import. Work Packages for organizing tasks into phases.