If you'd like to create new projects in bulk, you can use the Project Import Template. To get started, click Add Project from the Projects tab, then click Import from the 'Create Projects' modal. Click Download Project Import Template to get a CSV copy of the template to fill out.
The template will include the following fields, as well as a formatting guideline for each:
|Field Name||Sample Formatting|
|Project Name||Spring Sale|
|Project Description||Annual Spring Sale|
|Created||9/12/2018 9:06:00 AM|
|Started||9/12/2018 3:04:00 PM|
|Due||10/12/2018 10:00:00 PM|
|Completed||10/13/2018 9:00:00 PM|
|Archived Status||Not Archived|
|Tags||Tag 1,Tag 2|
|Custom Field (Field Name Here)||Web|
|Use Project Template||y|
|Project Template Name||Direct Mail|
Project Name is the only required field.
For fields with multiple values (Assigned Users, Tags), values must be comma-separated with no spaces.
CSVs should contain no more than 500 rows. If you have more than 500 projects to import, they will need to be imported in separate batches.
All information manually added into the Project Import Template CSV will override what's in the project template in ignite, like assigned users, tags, and custom fields.