Tips & Best Practices

Before You Import

• Keep one subtask per row and one header row. No merged cells.
• Use plain, clear column names such as Summary, Assignee, Priority, Due Date.
• Use email addresses for assignees. They match more reliably than names.
• Use unambiguous dates (2026-06-01 or June 1, 2026) when accuracy matters.

During the Import

• Run a small test import of a few rows first.
• If many rows are flagged, check the column mapping before editing rows one by one.
• Leave columns you do not need unmapped.

For Repeat Work

• Keep a master sheet per process and only change the rows.
• Save a mapping template and set it as the default.
• Correct wrong AI suggestions. The app remembers your corrections.

For Admins

• Roll out on one pilot project first.
• Set the row limit to match how large imports are on that project.
• Share the spreadsheet guidelines with users.

Avoiding Duplicates

• Check the import history before re-importing a sheet.
• Use the duplicate check in the preview.