Comments (12)

Silvija Doncev
Silvija Doncev

Silvija Doncev

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Hi Tim!
You can actually do it with Zapier. You can try setting up import of cards from excel via Zapier.
A colleague created a template Zap for it http://zpr.io/HKxr. It has to be done via excel/gdrive but she successfully imported 70 cards in about 2 minutes.
http://ideas.projectplace.com/feedbacks/97035-export-import-actions

Please let us know how it went.

Best regards,
Silvija

Juergen Lochbrunner
Juergen Lochbrunner

Juergen Lochbrunner

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Hi Silvija
Can you please provide some more info about the spreadsheet/zapier solution?
I spent some time playing around with Zapier, I was able to connect my PP account etc. but the created cards did not show the expected results. As my source is a excel file I think I have not to use google docs but google sheets.
Would be great to get some help for that issue.
Best
Jürgen

Silvija Doncev
Silvija Doncev

Silvija Doncev

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Hi Juergen!
What did you expect and what did you get? I can´t really give you any support because I havn´t work with Zapier. But I would be really happy if you would be able to update me on how you proceed with this.

Best regards,
Silvija

Anonymous
Anonymous

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Hi Silvija
My expectation was:
Import of Excel sheet with several tasks to create cards on a specific board

Result: Partially successful.
Import works with creation of one card per task.
Cards are not completed, need to touch every single card again to set date, assignee etc.

Need to spend some more time to play around....

Hey Silvija!

Thanks for your answer. We can not use Zapier because of company guidelines, so that is unfortunately not a solution for us. :(

Think about adding this feature, it would be very cool, since you could prepare a lot of things before you actually need them. Further you would not have to type things twice.

Have a nice day!
Tim

Silvija Doncev
Silvija Doncev

Silvija Doncev

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Hi Jurgen!
Have you had time to sit some more to sit with Zapier? Curious to know.
Regards
Silvija

Silvija Doncev
Silvija Doncev

Silvija Doncev

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Hi Tim!
Oh, sorry to hear that option didn´t work out for you. Hm, well this is not something that we have on the radar for 2016 but we will off course keep an eye out and follow up later on to see what we do with this one.

I just have a question regarding the reason why you need to do this twice instead of directly adding cards to boards? Very interested in getting an insight to how you work if you want to share that.
Regards,
Silvija

Anonymous
Anonymous

Anonymous

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Concerning moving cards across projects: We have a process : Quality Asurance, we want to be able to assign cardso a QA Board,. QA is involved in all projects.and would like to move the cards to the board and back to the project if there are issues or close the card on the QA board as done.

Anonymous
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Additional comment to above/moving cards across projects: QA would be set up as a project. If a card can be assigned to different projects as well as boards, this would help with the cross functional tasks that are relevant to different projects. Example: Setting up dependencies across multiple applications/ projects when one has to be done before the other.

Silvija Doncev
Silvija Doncev

Silvija Doncev

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Ok, thanks for input. We have ideas that is about moving cards across projects so please vote here.
https://projectplace.ideas.dimelo.com/feedbacks/146630-move-card-project

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