CSV export doesnt copy /menu items or tab+n

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1

Hi im trying to export and import certain tasks made in a project to another project. I have made a example project to show a task that I want to export through a csv, and import to another existing project.

When importing the csv it seems all /menu items and also the tab+n functionilty doesnt get “copied” over properly.

Here is what the csv file looks like:

image
image3030×878 185 KB

This is how the tasks looks like that i exported:

image
image1334×1834 97.4 KB

But when importing it looks like this:

image
image1326×2022 101 KB

It looks like the notes and tasks dont have the right “expression” to be copied over or something. Perhaps an engineer could tell me what I need to change inside the csv for the /menu items to work?

2

I have the same problem when using the api, this is how the subtasks are given back:

0

gid:1211908612513618

name:section txt

resource_type:task

resource_subtype:default_task

1

gid:1211908612513624

name:subtask

resource_type:task

resource_subtype:default_task

2

gid:1211908613770025

name:Section txt again

resource_type:task

resource_subtype:default_task

3

gid:1211908613770031

name:hi

resource_type:task

resource_subtype:default_task

4

gid:1211908613770038

name:hi

resource_type:task

resource_subtype:default_task

It seems like it doesn’t differentiate between the type for actual subtasks and tab+n subtasks

3

@Daan_Jan_Grotenhuis Welcome to the forum.

Can you provide a little more information on what you are trying to accomplish?

If you are trying to duplicate the task in another project, you can try:

  1. Duplicate the task (be sure to check or uncheck whichever options you want)
  2. Add the duplicated task to the second project
  3. Remove from the original project (if this was selected during duplication)

This should preserve the format.

4

Yes, however, I want to do this for 20 tasks, and for a 100 different projects. Doing it by hand will cost way too much time. Thats why i was hoping I could make 1 good csv file, and give that to everyone so they can put it in their project

5

@Daan_Jan_Grotenhuis

If you are on Enterprise or Enterprise + you can use a bundle. You can create a task template out of your current tasks then add that to your bundle to distribute to the other projects.

Is this a one-time thing or will this be something that needs to be repeated in the future?

I don’t think there is a way to do this through a .csv export/import for subtask headers (tab+n) since csv’s strip out all of the background formatting.

6

@Phil_Seeman , @lpb, do you know if subtask separators or a.k.a subtask sections are of a different resource subtype in the api?

7

Yes, the task object has an is_rendered_as_separator property.

Perhaps what @Daan_Jan_Grotenhuis refers to as “/menu items” is the rich text in the description; that’s captured in the html_notes property.

Neither is captured in CSV export nor handled in CSV import so that won’t work.

It could be done with custom code, or perhaps a connector app like Zapier.

Thanks,

Larry

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