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Bulk import project tasks and subtasks

  • February 29, 2024
  • 2 replies
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I seem to have an issue with bulk importing project tasks.

i made an export to get the format of the needed csv and built the right new one, but while it imports everything else fine, it ignores the parent-ID on sub-tasks, instead creates a new task. (type sub-task is defined, Parent Task ID is defined, yet it ignores that).

 

how can i bulk import correctly, i.e. having sub-tasks also created with the correct parent task?

Best answer by ejgerken

Thank you for the reply, but we already abandoned this within FreshService and moved project management corporate wide to a different tool that offers the needed (actually quite basic) capabilities out of the box.

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2 replies

T.Belevska
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  • Community Debut
  • 42 replies
  • August 6, 2024

Hi @ejgerken 

You have rather specific migration needs that require custom development.

To ensure your sub-tasks are correctly linked to their parent tasks during bulk import, I recommend using Help Desk Migration. The dev team can customize the migration to ensure the Parent Task ID is properly recognized, so sub-tasks are accurately linked to their parent tasks.

Reach out to the support team to set up a solution that meets your needs.


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  • August 6, 2024

Thank you for the reply, but we already abandoned this within FreshService and moved project management corporate wide to a different tool that offers the needed (actually quite basic) capabilities out of the box.


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