PSA FAQs

How to Import project Tasks in Bulk?

There may be many tasks in a project or tasks may be needed in multiple projects. Instead of adding them individually, you can import the Phase and Task in Keka.


To import Tasks for projects you can go to Project (1) and select Bulk Import (2). Here under Timesheet Import select Import Project Tasks (2).



In the window click Download the Excel Template.



Now in the template enter the required fields. Column TItles marked in Red are mandatory. Once it is update, save the file.



Then in Keka on the same page, click Upload Excel File and upload the saved file. You will move to the next stage.    



Now under Match Columns check the columns and click Continue.



Under the last page, make any changes if required and if there are no errors you can click Complete.



Hope the process to upload the Tasks in bulk is now clear. Need more help? You can refer to the other articles available or Contact us!