Bulk upload projects

Bulk upload feature in NeetoPlanner allows you to simultaneously generate multiple projects using a template by uploading a file.

Bulk uploading projects

  1. Click on the Projects tab on the left-side pane.

  2. Click on Add new projects.

  3. Click on Bulk upload.

  4. A right side pane will appear and you can select a template from the dropdown.

  5. Click on Browse a file.

  6. Select the file you want to upload.

  7. Click on Submit.

  8. New projects will be added under project name and the person corresponding to the project will be assigned the tasks for that particular project.

  9. For detailed information on project member roles and permissions, refer to this help article.

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