Is it possible to bulk add a list of tasks from a spreadsheet?
We are working to streamline our event planning by creating a master list of all major tasks, which we will reuse each year. We could create this list using a spreadsheet, then it would seem like a lot of work to enter these one by one into Podio, and I don't see a way to upload tasks from a spreadsheet. Or, we could use Podio to develop the task list by entering them directly, but then we wouldn't have a reference list of these tasks to reuse next year.
We are trying out the Events app, and it seems like we would want each task attached to the relevant event.
Does anyone have ideas about how to implement this?
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Amie - thanks for replying. It looks like that's the direction we're going to have to go too. It's amazing that something so powerful can't manage something simple like cloning a deliverable and including the tasks at the very least. Even if it had to be typed in originally - at least then it would only need to be done once.
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Hey guys,
I would recommend that you build a task app instead? Then you can import tasks via excel and link the tasks to your projects via the app reference function: https://help.podio.com/entries/21683251-app-references
We see tasks in Podio kind of like "subtasks" since they should and can be related to real tasks created in the apps. Lets say you have a project or deliverable app. You create app items as deliverables (overall tasks) - then you can relate tasks as actions or small to-dos to each deliverable or project.
Here is a blog post on how tasks can be used: http://blog.podio.com/2011/06/10/podio-and-gtd/
//Sara - Podio
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Okay, I have created a Deliverable, for example, and have added a list of tasks to that deliverable. I can reference that deliverable set to my project, but the challenge is still this:
- the tasks are linked to that deliverable, so I would need to create a new deliverable for each new project in order to properly track progress on an individual project
- I can clone the deliverable, but the tasks do not copy over
- The only solution I see at present is to create a template as a project app that includes the tasks associated with a project I have created under it, and then clone that app, which then clones all of the tasks created within that sub-project. Then, I would need to go into that newly cloned project app and the sub-projects and define specifics such as dates due, etc.Am I on the right track here?
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There's a Zapier zap for transferring Google tasks to Podio (https://podio.com/market/apps/69502-?_ga=1.205581587.1869068983.1405930905) and Google tasks can be imported from CSV format.
So, it's very awkward, but I imagine you could put a long list of tasks in the right format CSV file, import to Google Tasks, and then let Zapier transfer them to Podio. NB: I haven't tried this myself!!
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