Importing tasks as a CSV

If you want to add multiple tasks at once, you can use a CSV template, following the directions below:

1. Click on Import Tasks in the upper right corner, then click Download template to receive the blank CSV file.
2. Enter the Task name in Column A.
3. If you want this to be a billable task, enter Yes into Column B. Otherwise, enter No.
4. To assign the task to a specific job, enter the Job ID in Column C. The Job ID can be found in the URL for the job in Timeero. If you want to assign a task to multiple jobs, make sure to separate the IDs with a comma.
   
5. Enter a description if needed. This field is optional.
6. Save the file as a CSV.
7. Click the Upload CSV button and select your filled out CSV.
8. Match your CSV columns with the correlating field in Timeero. You can click the Map Common Fields button and it will try to match columns that have exact name matches, otherwise pick from the drop down menu. Fields marked with an * symbol are required fields.
   
   

The import make take several minutes, depending on how many tasks you are importing at once.