TL:DR - How do you add sections and milestones using a CSV to import tasks into an extant project?
We’re trying to implement a google forms > asana workflow.
One obstacle we are coming up against is Zapier’s inability to create a new project from a template using the Asana API.
So we are exploring the idea of using the google form + zapier to not only generate a new project but to generate a CSV with the “template” task, sections and milestones which we can then import into the new project - ensuring consistency of project formats.
The issue I am having is that, in Asana, tasks imported from CSV cannot be designated as “sections” or “milestones”. Every line comes out as a simple task.
Previously, adding “:” to the end of the task name would import it as a section, but since sections became distinct task list objects, this no longer appears to work.
OK, just tested this - I can still create sections by appending “:” to the task name, but there’s nothing in the CSV where I can indicate this is a milestone.
Looks like @Sam123 has the correct answer for milestones, mostly - according to the new CSV Importer documentation, a column named “Type” with a value of “Milestone” will create a milestone. There’s no need to put “Task” as a value, though - it looks like if that column is blank it will create a task.
For creating sections, put a column called “Section/Column” which contains the name of the desired section. See Tip #8 in the CSV Importer documentation (link is above).