CSV Importer

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.

spreadsheet

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.

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.

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.

import tasks

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.

import tasks

The Use first row as the column names box is checked by default, however you can uncheck this if your spreadsheet doesn’t have a header row. You can then map your columns to task, task assignee, and task due date. If you have custom fields you can select and map these too.

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.

It’s also possible to import a CSV file when creating a new project using the Quick Add feature and navigating to the Importers tab.

Quick Add Importer

Import new & existing custom fields

You can select existing custom fields from the dropdown or create new custom fields directly from the CSV importer.

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.

custom field tips

Create a new custom field

Click on one of the field dropdowns, then scroll to the bottom and select Add fields.

custom field tips

From here, you can create a new dropdown, number or text field.

custom field tips

Import subtasks to a project

subtasks .csv

To import subtasks via the CSV importer:

  1. Create a new column in your spreadsheet called subtask of.
  2. Fill in the subtask of column with the name of the task in the corresponding row.

All other fields (including task name, assignee, due date etc.) should be filled out the same as any other task.

In Excel, you can set the subtask of field automatically by typing = and clicking the task name cell you want the row to be a subtask of.

subtasks 2 map

Once you get to the “Map Columns” page of the CSV importer Select Subtasks Of from the Fields section and then map your subtask of column to the Subtask Of field.

A few things to consider before importing subtasks:

  • The subtask must appear after the row it is a subtask of.

  • A subtask cannot have the same name as the task it is a subtask of.

  • If the “subtask of” points to a non-unique task name, the subtask will become related to the closest matching task name that appears above the subtask.

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Asana Lessons

Learn the Asana basics in less than 15 minutes with these quick lessons

Tasks

Tasks Lessons

Track all of your work

3 Minutes

My Tasks

My Tasks Lessons

Always know what to do next

3 Minutes

Projects

Projects Lessons

Work with teammates

3 Minutes

Inbox

Inbox Lessons

Communicate even faster

3 Minutes

You can use tasks to track, collaborate on, and organize all your work.

Tasks can be to-dos, ideas, notes, or reminders.

Assign a task to yourself or a teammate.

Press Tab+M to quickly assign a task to yourself.

Add a due date so your deadline is clear.

Add instructions and expectations in the task description field.

Type @ to link to other tasks, people, conversations, or projects.

When you @mention someone, they’ll be added to your task as a follower.

Followers get notified when new comments or attachments are added.

Add anyone who needs to stay up to date on your task as a follower.

They can always unfollow to stop getting notifications on your task.

Add comments to ask questions or give followers updates.

Heart a comment to let followers know you’ve seen it.

Add relevant files or irrelevant GIFs as attachments.

You can also attach directly from Dropbox, Google Drive, or Box.

Create subtasks to break your task into smaller steps.

When you’ve added a subtask, press enter to add another.

Subtasks can contain all the same details as regular tasks.

Click the comment bubble to add comments or attachments to a subtask.

You can create tasks from any screen using your top bar.

Every Task has a unique URL to easily copy and share.

Congrats! Looks like you’re up to the task.

On to the next lesson!

Always know what to do next with My Tasks.

My Tasks is a list of every task assigned to you.

It makes managing your work simple.

Click on your My Tasks list and start typing to add tasks.

Like a text document, add a new line for each new task or paste in any list.

Forward to x@mail.asana.com to turn your emails into tasks

Asana will translate your email into a task, including your attachments.

New tasks will appear at the top of your list in New Tasks.

Tasks you add to My Tasks are private to you.

Click Make Public to share them with your team.

Prioritize tasks as Today, Upcoming, or Later.

Click on the blue dot next to the task, to quickly sort it.

Mark the tasks you’ll have time for Today.

Teammates can view your My Tasks list to see what you’re up to.

They’ll only see tasks you’ve made public or shared in a project (more on projects later).

Mark tasks due within a week as Upcoming so you can see what will be due soon.

On its due date, your task will move from Upcoming to Today.

Just like magic.

Mark tasks due in more than a week for Later.

They’ll be out of your way until their due date approaches.

Your tasks will move from Later to Upcoming a week before they’re due.

Keep My Tasks prioritized to always know what to work on and what’s coming next.

Now you know how to track and plan your work!

Next, learn how to work with your team in Asana.

Work together on groups of tasks with projects.

Projects help you track and organize the steps in a process or initiative.

Like an event plan, product launch, or editorial calendar.

Like My Tasks, simply click and type to add tasks to your project.

If you have your steps in a document or email already, paste in that list.

Add tasks to your project from email.

View your project’s unique email address from the project dropdown menu.

Add your tasks to other related projects.

Tasks can be included in multiple projects.

Add sections to organize tasks in a list project.

Type : at the end of any task title to make it a section.

Or, add columns to organize tasks in a boards project.

Drag and drop tasks between or within columns to reorder.

Assign your tasks and set due dates.

Never miss a deadline with your project calendar.

Drag and drop tasks on your calendar to change their due dates.

Add everyone who needs to stay updated on your project as members.

Project members will get notified of new conversations, statuses, and tasks.

Post conversations to make announcements or start discussions.

Your post will be sent to all project members.

Use Progress to see how your project is moving forward.

Set a project status to update your team on how it’s going.

The Project Owner will be reminded to set a status once a week.

Open and organize projects from your sidebar.

Favorite projects to pin them to the top of your sidebar.

Click the star button on the left of your project name to favorite it.

Create new projects from any screen using your top bar.

Now you can move projects forward with your team.

Just one more lesson before you dive in.

Communicate and coordinate faster with Inbox.

Check Inbox to quickly read and respond to your latest updates.

Inbox will notify you when you have a task due…

and when teammates update tasks, conversations, and projects you follow.

Open and respond to updates without leaving Inbox.

Click an update and you’ll have all the context you need to respond.

Archive updates you’re ready to dismiss.

Click the X that appears on the right of an update to archive it.

Open Archive to move dismissed updates back to your Inbox.

Click the arrow that appears on the right of an archived update to move it back to Inbox.

Unfollow tasks or projects to stop receiving updates about them.

In the end, you have control over the updates you receive (or choose not to receive)

When you’re ready, you can turn Asana’s Email notifications off.

Most communication with your team can be more easily managed from Inbox. Just remember to check it often.

Congratulations! Now you’re ready to have a great work day with Asana.