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Import & Export

Bring your data in, take it with you

Import tasks, projects, submissions, members, clients, tags, contracts, expenses and sales from Excel or CSV templates, and export lists and reports when you need them.

✓Excel and CSV✓Ready-made templates✓Preview before import
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Every plan, including Free

Import

Bring it in from Excel

Download the template, fill it in, and check every row before anything is created.

Importing tasks
  1. 1Excel or CSVUp to 500 rows and 10 MB per file.
  2. 2Drop the fileA preview marks problem rows before import.
  3. 3Start from a templateDropdowns for your projects, team and tags.
Export

Take it with you

Export what you are looking at, or every record — as Excel or CSV.

Exporting tasks
  1. 1Excel or CSVPick the format.
  2. 2Current FilterYour shown columns, in your order.
  3. 3Or everythingAll Tasks exports every record.

Good to know

Start from a template

Each import offers a template. The Tasks one has dropdowns and reference sheets for your projects, submissions, team and tags.

Check before you import

The preview marks problem rows. Fix cells in the table and untick rows you want to skip.

File limits

.xlsx, .xls and .csv files are accepted, up to 500 rows and 10 MB each.

Export what you see

Export Current Filter, with your shown columns in your order, or every record, as Excel (.xlsx) or CSV.

Reports to share

Time reports export as CSV, Excel or PDF. Planned vs Actual and the executive reports export as PDF.

Drawings and flows

Export sheets as one combined PDF or separate PDFs, with or without markups, and task flows as PNG or PDF.

Read the full Import & Export guide in the Help Center

Works hand in hand with

Tasks
Tasks are the day-to-day unit of work. Each carries an assignee, priority, status, dates, planned hours and a tag, across every project you can reach.
See how it works →
Reports
Turn hours, tasks, submissions, expenses, sales and contracts into reports you can filter, group, save, share and export, in four sections: Overview, Time, Tasks, and Expenses & Sales.
See how it works →
Sheets & Markups
Upload PDF drawing sets and keep every revision. Compare versions side by side, and mark up drawings with redlines that each belong to a task.
See how it works →

The pictures on this page are screenshots of Projments with a sample company's data.

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