Project Management Tasks Import

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  • SoBeGuy
    Member
    • Jan 2024
    • 63

    Project Management Tasks Import

    Currently, it's not possible to import tasks into a project. The problem is that the Stage field is required, but it can't be selected as a mapped field and can't be set to a default value.
  • yuri
    Member
    • Mar 2014
    • 8483

    #2
    We'll take a look when get a chance. But it may be not trivial.

    I believe the "columnId" column in CSV with an ID of a specific stage record (can be obtained from the address bar) should work.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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