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How To Import An Existing Task Into A Project

The purpose of this article is to help guide you on how to get started with importing existing tasks into your own projects within Activ8.

Applicable Products: Activ8

Creating Or Importing Tasks

Navigate to the ‘Workflow’ tab in the left-hand panel. From the drop-down menu, select ‘Project Management’.

Create a new project or select an existing project from the ‘Active’, ‘Planning’ or ‘Template’ sections.

Now you can start creating or importing tasks.

To create a new task, navigate to the ‘Plan’ tab and click on the ‘new task’ button on the right-hand side of your screen.  

To import tasks, navigate to the ‘Plan’ tab and select the download icon (cloud with a downward arrow) on the left-hand side of your screen. If you hover over this icon it will say ‘Import Existing Task’.

A drop-down list will appear with all your existing tasks. Select the task or tasks that you would like to import and select the green plus to add the task. Select the red cross to discard your selection.

You can also select multiple tasks at once and import them to a project. The task(s) will appear at the bottom of your project and are not grouped in a particular milestone. If you want to add them to a particular milestone, you can move them into the most relevant milestone or leave them as ungrouped.

Since these are live tasks, you won’t be able to delete the tasks here.

If you want to remove a task from a project, select it and then select the cross under the ‘Detail’ tab which reads ‘Remove From Project’.

Updated on May 13, 2020

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