The CSV importer will help you move your workflow out of spreadsheet software such as Excel or Smartsheet to test in Asana, so you can get started right away on any project. Once imported, you’ll immediately see your rows and columns as trackable tasks with assignees and due dates in a project.
Before you import your CSV, take the time to quickly consider and adjust these things in your spreadsheet.
Responsibility: Your column that contains the name of the teammate responsible for the task will be mapped to the assignee field. Note that this needs to be their work email address.
Dates: You can track both due dates and start dates in Asana. In your spreadsheet separate the dates into two columns. Start dates are an Asana Premium feature and if you are not on the premium version your start date column will appear in the description.
Follower: If you’d like to automatically add a teammate as a follower on a task, create a separate column. Add a teammate by their email address, but please note that you can only add one unique follower per task when importing.
Other Information: In addition to task name, assignee, or due dates, additional columns can be mapped to custom fields. Otherwise additional column information will be listed from top to bottom in the task description field in the order of your columns. Custom fields help you categorize and track priorities; you can also sort or search by field. Some good uses for custom fields are priority, project stage, team and estimated time.
Import a project to Asana
To import tasks to a project in Asana using CSV, Select the project header dropdown menu next to your project‘s name, hover over Add Tasks via, then choose CSV.
From here, browse for your file or drag it into the importer and then complete the instructions that follow, choosing the project to which you’d like to add your CSV file and the Organization it lives in.
If your spreadsheet has a header row, click the Use first row as the column names checkbox. Map your columns to task, task assignee, and task due date. If you have custom fields you can select and map these too.
Custom field tips: Your project must have custom fields set up before you start importing your file. The items in your column need to match your custom field options exactly. If a cell has a spelling error or punctuation discrepancy it will not import a custom field selection.
It’s important to note that your date columns need to be formatted in the standard US date format of month/day/year to import successfully.
You also have additional options where you can opt to include the task row data in each task’s description and invite the assignees & followers to Asana, if they don’t already have an account.