Bulk upload projects

You can simultaneously generate multiple projects using a template by uploading a file. Upon successful upload, all administrators are automatically assigned to these new projects with an admin role.

bulk.gif
Bulk upload projects

Pre-requisite:

  • For projects set to be created through bulk upload, it's required that the members who are added into these projects—specifically, the emails listed in the file—must already be part of the organization. If not, they should be added via the Members tab present in the sidebar.


File Requirements:

  • Supported Formats: The file must be in one of the following formats: .csv (Comma-Separated Values) or .xlsx (Excel Spreadsheet).

  • File Size Limit: The maximum file size allowed is 10 MB.

  • Content Structure:

    • Column Headers: The first row of your file should contain column headers, which are Name, Email & Role. This row helps in identifying the data corresponding to each column.

    • Required Columns: The Name column should list the project names, Email refers to the email of the member to be added to the project, and Role indicates whether they are a Project Admin or a Regular user, defining their access level within the project.

Screenshot 2024-02-08 at 8.11.29 AM.png
Sample file for bulk upload projects

Can't find what you're looking for?