How to import Tasks for Goals and Sub-goals in Keka?

Managing performance tasks just got faster and easier! With Keka’s bulk task import feature, admins can upload tasks for multiple goals or sub-goals in a single action. This helps save time, maintain consistency, and boost overall team efficiency.

Steps to import Tasks for Goals and Sub-goals in Keka

1. Go to the Performance module.

2. Click on Goals.

3. Navigate to Manage Goals section, then select Goals under it.

   

4. Click the Import Goals dropdown.

5. Select Import Tasks.

   

6. Select one of the following:

   • Import tasks for goals

   • Import tasks for sub-goals

   

7. Click Begin Import to continue.

8. Choose the desired timeframe (e.g., 2025).

9. Filter by Business Unit, Department, Pay Grade, or Location.

10. Select the employees and click Next.

    

11. Click Download Excel Template.

    

12. Fill in the required initiative details in the Excel sheet, including:

    • Employee Number

    • Employee Name

    • Objective Name

    • Objective Timeframe

    • Initiative Name and more.

13. Once filled, upload the file using Upload Excel File.

    

14. Match your Excel columns to the corresponding Keka fields.

15. Click Continue to move forward.

    

16. Keka will preview the data and highlight any validation errors.

17. Review and correct any errors highlighted in the preview.

18. Once all data is valid, click Complete.

    

19. In the confirmation pop-up, click Confirm to finalise the import of tasks for goals or sub-goals.

    

Whether you're managing OKRs, KPIs, or other goal-tracking frameworks, Keka’s bulk task import feature streamlines task assignment at scale. It's designed to simplify setup, reduce manual entry, and ensure a consistent approach to performance tracking across teams.Tracking performance tasks just got easier! With Keka’s new bulk task import feature, admins can now upload tasks for multiple goals or sub-goals in one go — saving time, ensuring consistency, and boosting team productivity.