Overview
You can easily import tasks from a CSV file into a Hive project. To begin, download a sample CSV by going to your profile dropdown, then Import tasks, and selecting Import CSV. Then, fill out the following columns with your project details.
If you'd like to import your work into the existing project in your workspace, you can do this with the "Import to existing project" option.
It'll allow you to merge tasks and other information from outside sources into your project without having to manually re-create actions.
Column Descriptions
WBS: Work Breakdown Structure (WBS)
Title: This corresponds to your action card title. Please note that this field is required while all others are optional.
Start Date: The start date of the action in MM/DD/YYYY format.
End Date: The deadline of your action in MM/DD/YYYY format.
*Note: See below to learn how to import in DD/MM/YYYY format.
Predecessors: Creates a dependency between actions. If adding Predecessors, you will need to number the actions in the WBS column and reference those WBS values to indicate your predecessors.
Assignee: The email address of the person responsible for completing the action. If there are multiple assignees, please separate each email address using commas.
Description: Maps to the action card description.
Status: Will default to Unstarted if left blank.
Phase: Maps to the project phase.
Milestone: If listed as "TRUE" or "FALSE", the action in that row will become a milestone.
Note: Any columns you create that do not match one of the above fields will create an Action Card custom field in the project.
Once you’ve completed your CSV file:
Name it with your desired project title.
Go to your profile dropdown menu, then Import tasks, and select Import CSV.
Click the link to attach your file, then click Upload files, and you’re all set.
What is WBS?
Work Breakdown Structure (WBS) breaks down a project into manageable chunks and allows project managers to define and organize the scope of their project in an organized manner. You can learn more in this article.
How do I import a file with DD/MM/YYYY format?
To import a file in DD/MM/YYYY, you'll need to change your Date Format in your profile to DD/MM/YYYY. Once the date format is updated, the importer will accept DD/MM/YYYY format.
Need an example CSV file?
You can download our sample CSV file here: