Skip to main content

 

Planview Customer Success Center

Quick Tasks and Action Items Import App

Overview

The Quick Tasks and Action Items Import app allows you to add action items from a customer meeting, a discussion or an email as a structured, trackable and reportable work item in AdaptiveWork.

In a few simple steps, you can add one or more tasks to AdaptiveWork from a text file, excel table, HTML table or even bullet points, and assign them to a project, milestone, or task, or create a personal to-do task.

Adding items

You can add items in a bulk in one of the following ways:

  • From the Menu > Custom Actions > Quick Tasks Import

  • From a project Work Plan > the Custom Action button > Quick Task Import


  • From the Add Related link > Action Items


Adding as Tasks vs. Action Items

When adding items:

  • If you turn the Action Items toggle off the new tasks are added under the selected work item.

  • If you do not want to affect the project plan and just add the tasks to the Related Items panel for the work item, turn on the Action items toggle.

  • To import items as a to-do list, leave the project field empty and select the Action items toggle.