Importing users and tasks

Importing Users to a Board

You can add users in your network to a board by uploading a csv file with their email addresses.

Click the menu with three dots in the top-right corner of your Board header.
From the dropdown, select Import Users. Upload a csv file containing the email addresses of members to be added to the board.
The users are automatically added to your board.

Importing tasks to a Board

To import tasks to a board, you'll need a csv file containing the details of tasks to be added. You can export your tasks from other services like Trello, Meistertask, Asana as a csv file and then, upload the file to a Zoho Connect board through import.

Click the menu with three dots in the top-right corner of your Board header.
From the dropdown, select Import Tasks.
Upload the csv file.
Map the field in the csv file to the corresponding fields in the Board.
Once this is done, your tasks get imported to the Board.

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