1. Method Grid Help Centre
  2. Element Checklist Tasks

How do I bulk upload/paste tasks into a checklist task area e.g. copy from Excel?

You are able to add multiple tasks to a checklist task area by either a copy/paste action or by uploading them in a csv file (as exported from Excel, Google Sheets etc.). If you are uploading a csv of your tasks you can find an example csv template to use here. Please note that you can only paste/import a maximum of 100 tasks at one time. To upload more simply upload 100 at a time.

Quick paste multiple tasks

  1. Open the element with the tasks area or add a new one as required
  2. Toggle on edit mode
  3. Click add tasks in the checklist tasks area
  4. Copy your tasks, there should be one per line e.g. one per row (in one column) in Excel and paste them into the top blank new task input where it says "Type here or paste tasks"
  5. Your new tasks will then be added as individual tasks

Paste multiple tasks with due dates

  1. Open the element with the tasks area or add a new one as required
  2. Toggle on edit mode
  3. Click import tasks in the checklist tasks area
  4. Copy your tasks, there should be one per line with a comma separating the task name from the date e.g. task 1, 2021-05-19 etc. and paste them into the text area provided
  5. Your new tasks will then be added as individual tasks with due dates

Note: you can exclude the due dates and just paste in the tasks one per line to add tasks without due dates.

Note: dates are excluded if you are editing an element template.

Upload a csv file of tasks

  1. Open the element with the tasks area or add a new one as required
  2. Toggle on edit mode
  3. Click import tasks in the checklist tasks area
  4. Upload your csv file by dragging and dropping it as indicated or click the upload button to select your csv file. You can find an example csv template to use here.
  5. Your new tasks will then be added as individual tasks with due dates

Please note: you can exclude the due dates from the csv file to add tasks without due dates and dates are excluded if you are editing an element template.