As an alternative to creating project manually, you can use the integrations available in Teambook!

Another alternative is to import/download Projects using an Excel file. This is particularly handy when you want to create many projects in one shot.

  1. Go to the Projects section
  2. Click on the arrow next to the Create project button to access the Upload projects feature


  3. A new modal window opens up - click on the Excel Sheet 
  4. Edit the excel sheet with your projects data; stick to the format of the sample data (that you can delete) and do not change the columns' order!
  5. Copy the cells of the projects you want to import 
  6. Paste the data on the pop up screen where instructed (don't mind the layout) and click on Import

Notes:

  • Make sure mandatory info (Project Name, Project Type) are populated in the file; optional information may be entered as well. 
  • Clients that you may have filled-in in the corresponding column will automatically be created if not already present in Teambook