How can I efficiently add or update multiple project tasks in Keka PSA

Steps to Import Phases and Tasks in Keka

1. Go to the Projects section.
2. Select Bulk Import.
3. Under the Timesheet Import menu, click Import Project Tasks, phases & milestones.
   
   
4. In the window that opens, click Download Excel Template.
5. Fill in the required fields in the Excel sheet. (Columns highlighted in red are mandatory.)
6. Save the completed file.
7. Return to Keka and click Upload Excel File to upload the saved sheet.
   
   
8. Review the Match Columns section to ensure all columns are correctly mapped, then click Continue.
   
   
9. On the final page, review your data. If all entries are accurate, click Complete to finish the import.
   
   
    

For more details on managing projects in bulk, visit: Updating Multiple Project Status at Once in Keka.