Q: IMPORTING ACTION PLANS
I have a CSV/text file (Weekly Checklist) for a 52-week action plan for the whole year, where each week is a task, and everything is organized by week number, date, and a description of the specific task I need to complete. Therefore, each week I have an editable Weekly Checklist that guides me through the tasks I need to do week by week:
1- Is it possible to import this document into WorkZappy so that each task is automatically scheduled for its corresponding date?...and after that:
2- Possible to view and edit these tasks according to my progress (Weekly Checklist) in WorkZappy?
Ryan_WorkZappy
May 16, 2025A: Hi TheGar,
Absolutely.
Please refer to this on import: https://guide.workzappy.com/project/work-table/import-work-items, make sure that your import file includes columns for week number, date, and task description to facilitate accurate scheduling.
After import is completed, you can view and edit them easily. There is a Gantt chart which provides a timeline-based view, and you can choose weekly here: https://guide.workzappy.com/cross-project/gantt/project-gantt. Or you can set up each week as a project phase, and track tasks in each phase: https://guide.workzappy.com/project/board/sprint