Use this guide to build a valid CSV file before upload.

Required and accepted columns

The required column is:

  • Task Name

Accepted columns are:

  • Task Name (required)
  • Description (optional)
  • Priority (optional)
  • Bucket (optional)
  • Goal (optional)

Use these exact headings in the first row.

Priority values

Priority accepts either:

  • Numbers from 0 to 10.
  • Text values: Urgent, Important, Medium, Low.

Text values are case-insensitive.

If the value is not recognised, validation will fail and the row will not be imported until corrected.

Minimal valid CSV example

Task Name
Kick-off workshop
Review requirements

Task Name,Description,Priority,Bucket,Goal
Prepare release notes,Draft version 1 for review,Urgent,Planning,Launch readiness
Confirm sign-off,Collect final approval from stakeholders,Important,Approvals,Launch readiness
Publish update,Post the final update to users,3,Delivery,Launch readiness

Common mistakes and how to avoid them

  • Missing header row: always include headings in the first row.
  • Wrong heading names: use the accepted headings exactly.
  • Invalid priority value: use 0-10 or one of Urgent/Important/Medium/Low.
  • Wrong delimiter: use commas unless your export tool is configured differently and your app instance supports it.
  • Extra columns: unexpected columns can be ignored for import, but keeping only supported columns reduces confusion.
  • Empty task names: each row must include a task name.

Next step: see Import workflow for the full in-app process.