There are several avenues to take when looking to enter data into Asana in a structured, consistent manner. Two great features to accomplish this are 1) Custom Templates and 2) Forms. Another great way to achieve the same would be to use the CSV Importer. [ my personal favorite! ]
When using the CSV Importer here are 3 key things to keep in mind to ensure a successful import of your data.
Because subtasks require that you list a parent task in the âsubtask ofâ column, youâll need to keep the âsection/columnâ column empty. If you list a section/column for a task that is intended to be a subtask, the âsection/columnâ designation will take precedence and the task will be imported as a parent task.
Parent tasks have to be listed ABOVE subtasks. Just as the âblocked byâ dependencies have to be listed ABOVE âblockingâ tasks. This is outlined in the Asana Guide HERE and HERE,
You can list multiple dependencies in the âDependentsâ column by separating the names of the tasks that are âblocked byâ with a comma - as seen in the sample below:
May I recommend a 4th one I just discovered? Only have one header row
My client had two rows for the header, one with the column names and one with instructions. That messes up the import because Asana canât be configured to ignore it.
When I import my project to Asana via a CSV file, the accentuation are not working. In portuguese, we use a lot of accent marks and when I import the project with words that have accent marks, Asana do not read it. Can I get some help with it, please?
Hi @Renata_Rocha , when you import your CSV and click âMake changesâ, then in the upper right area of the table, there is a UTF setting button menu - trying experimenting with that, perhaps will solve your issue.
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Only have one header row