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Chris Helgason's avatar
Chris Helgason
Copper Contributor
Mar 01, 2018
Solved

import task list from Excel

I am running into a frustrating situation. Our current maintenance tracking software exports forecast reports in pdf. I have managed to turn that into an excel spreadsheet easily enough with colu...
  • Alon_iGlobe's avatar
    Mar 05, 2018

    Hi Chris why don't you use iPlanner reporting for Excel? This is a Planner add-in for Excel. You can

    1. Get tasks from one or more Plans. This means also work across Plans
    2. Push updates back from Excel to the Planner
    3. Create a new Plan including buckets and Tasks in Excel and create all in the Online Planner
    4. Create a new Plan in Excel based on a copy of an existing Plan

    I think this is exactly the tool you are looking for. https://appsource.microsoft.com/da-dk/product/office/WA104380686?tab=Overview

     

    Contact me for a demo.

     

     

     

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