Import dates from a workbook
Bring a tracker workbook's task-and-date list into a project as critical dates.
Most deals arrive as a spreadsheet. This page takes one and turns its rows into critical dates on the project, so a deal starts from what the team already tracks rather than from an empty schedule.
You pick the file, confirm which column is the task and which is the date, and every row that parses becomes a critical date. Nothing is written until you confirm the columns.
Which import you want
This page brings over a list of titles and dates. It does not read formulas.
If the workbook holds a plan rather than a list, meaning its dates are computed from other dates, use import a schedule instead. That one reads the plan and brings the rules over, so the dates keep moving on their own after the import.
Who can
- Schedule & dates at edit or better: anyone who can move dates and tasks.
How to
The step-by-step walkthrough for this page comes from the in-app guide, which is not on this release yet. Everything above describes what the screen does and who can open it.
Related pages
Known limits
The workbook reader used here has two published security advisories and no patched release available on the package registry. Import files your own team produced, and treat a workbook from an unknown sender the way you would treat any other attachment from one.