Import Tasks | Zoho ToDo (2024)

Adding tasks can be done by importing tasks from various sources. If you're having your tasks on your desktop or any other applications such as Trello, you can import them to Taskspowered by Zoho ToDousing a CSV file or direct migration.

Import tasks using a CSV file

Sometimes you may have a list of tasks and adding them individually can be exhausting. With the Import option, you can add tasks easily with the help of a CSV file. To Import tasks using a .csv file,

1. Log intoZoho Mailand navigate to Tasks or log in to Zoho ToDo.
2. Navigate to a group to whichyou want to upload your tasks to. You can always movethe task to a different group or edit them later.
   • If you don't choose a group the tasks will be imported to Personal Tasks by default.
3. Click the More options icon and then chooseImport
   
4. ChooseCSVfrom theTask Importpop-up.
   
5. Click theBrowse files to uploadbutton and upload the .csv file with your task info from your local storage. You can download the sample CSV file from here.
6. ClickAttachafter uploading the file.
   
7. Choose the group to which you want to import the Tasks using theImport Tasks todrop-down. You can also choose to import the tasks to yourPersonal tasks.
   
8. ClickNext.
9. Map fieldsto associate the fields in the CSV file with the Tasks fields.
   • If you want to add a custom field in the Tasks app for the fields provided in the CSV file, click+ Add as custom field.
     
     • Select the field type:
       • Text field: You will have to provide the field name and choose to provide a default field value which will be applied if no values are mappedfor the particular field. The field value will accept alphabets, numbers, and special characters.
       • Numeric: You will have to provide the field name and choose to provide the default field value which will be applied if no values are mapped for the particular field. The field value can be a whole number or a decimal number.
       • Dropdown: You will have to provide the field nameand a set of values by clickingAdd optionfrom which one of the choices can be selected as a value. You can also choose to provide a default value to the field which will be applied if no values are mapped for the particular field.
       • MultiChoice: You will have to providethe field name and a set of values by clickingAdd optionfrom which one or more choices can be selected as values.You can also choose to provide multiple values that can be applied to the fieldif no values are mapped for the particular field.
     • You can make the Custom field mandatory for the users to fill during task creation by enabling theMandatorytoggle.
     • Check the preview generated and once you are satisfied with the result, clickCreate.
10. ClickNextonce you map the fields.
11. Map values for the associated fields like:
    • Status-Open/ Closed/ Renewed/ Review. If no option is mapped, the task will be markedOpenby default.
    • Priority-High/ Medium/ Low.If no option is mapped, the task will be marked forMediumpriorityby default.
    • Category-General/Any other Tasks category created by you. If no category is mapped, the task will be put under theGeneralcategory by default.
    • Assignee- If the tasks are not assigned to a particular person, they will be left unassigned by default.
    • Tagsand custom fields with multiple values.
12. ClickFinish.
13. The upload will begin and you can continue performing other operations. Once the import is done, you will receive an email notification.

Your tasks will be imported and added to the respective group.

Import tasks from Trello

You have the option of importing your tasks from Trello to Tasks and managing them here with the help ofTrello integration.

To import tasks from Trello:

1. LogintoZoho Mailand navigate to Tasks orlog in to Zoho ToDo.
2. Navigate to a group to whichyou want to upload your tasks to. You can always movethe task to a different group or edit them later.
   • If you don't choose a group the tasks will be imported to Personal Tasks by default.
3. Click the More options icon and then chooseImport.
   
4. ChooseTrellofrom theTask importpop-up.
   
5. ClickAuthenticateif you haven't linked your Trello account to Zoho. (or) ClickNextif you have already authenticated Zoho Mail to access your Trello account and skip the next two steps given below.
   
6. ClickLoginin theAuthorize | Trellopop-upand log into your Trello account.
7. ClickAllow. You can now proceed to import your tasks from Trello.
8. Choose aWorkspacefrom which you want to import the tasks using the drop-down and clickNext.
   
9. MapBoardsin Trello with theGroupsin Zoho Tasks. You can also map theBoardsto yourPersonal Tasks.
   • ​​If you don't choose an option the boards will be mapped toPersonal Tasksby default.
10. ClickNext.
11. Map theListson each board with theCategoriesin Tasks. You can also create new categories and map the lists with them.
    
12. ClickNext.
13. Choose theAssigneesand clickComplete.
    

Your import will be scheduled and you'll be notified via email once completed.

Import tasks from Google Tasks

You have the option of importing your tasks from Google to Tasks and managing them here. Only thetasks in theMy taskssection of Google Tasks can be imported to thePersonal taskssection of the Tasks application.

To import tasks from Google:

1. LogintoZoho Mailand navigate to Tasks orlog in to Zoho ToDo
2. Navigate to a group to whichyou want to upload your tasks to. You can always movethe task to a different group or edit them later.
   • If you don't choose a group the tasks will be imported to Personal Tasks by default.
3. Click the More options icon and then chooseImport.
   
4. ChooseGoogle Taskfrom theTask importpop-up.
   
5. ClickAuthenticateif you haven't linked your Google account to Zoho. (or) ClickNextif you have already authenticated Zoho Mail to access your Google account and skip the next two steps given below.
   
6. Provide your Google account credentials and log in to your Google account.
7. ClickAllowto provide Zoho Mail access to import your tasks.
8. Choose theCategoryin yourPersonal tasksto which the tasks should be imported to.
   
9. ClickStart import.

Your import will be scheduled and you'll receive an email upon successful completion of the import process.