How to Export Data to a Spreadsheet
- Navigate to Grid and click Export.
- Select your Decimal separator:
- Dot (e.g., 1,234.567 with comma as thousands separator)
- Comma (e.g., 1.234,567 with dot as thousands separator)
- Choose your preferred Date format:
- dd/MM/yyyy (e.g., 25/01/2024)
- MM/d/yyyy (e.g., 01/25/2024)
- d/MM/yyyy (e.g., 25/01/2024)
- yyyy/MM/dd (e.g., 2024/01/25)
- Click Copy to clipboard to copy the data, then paste it into your spreadsheet using Ctrl+V.
Alternative: Click Save to file to download the data as a CSV file to your browser's default Downloads folder.
Exporting Milestones
Milestone tasks are automatically included when you export data from Grid. Follow the same export steps above to include milestones in your exported spreadsheet.
How to Import Data from a Spreadsheet
- Open your spreadsheet (Excel or Google Sheets) and copy the data using Ctrl+C or right-click and select Copy. You can include or exclude column headers.
- Navigate to Setup > Grid and click Import.
- Paste the data by clicking in the import area and pressing Ctrl+V, or click Click here to paste from clipboard.
- Select your preferred Decimal separator (Comma or Dot) to ensure values are formatted correctly.
- Choose your Date format to match your data.
- Click Raw data to compare the original clipboard data with the formatted data that will be imported.
- Review the data preview and click Import to complete the process.
Tip: Use the Clear button to remove imported data and start over if needed.
Understanding Data Requirements
Your import data can include:
- Rows with existing task IDs (to update existing tasks)
- Rows with empty ID cells (to create new tasks)
- Tasks split into multiple subtasks
- Tasks linked to quantities
Common Import Validation Rules
When importing data, Tactplan validates your entries to ensure schedule integrity:
| Field | Valid Format | Notes |
|---|---|---|
| ID | Existing task ID or empty | Non-existing IDs will trigger an error |
| Name | 1-255 characters | Cannot be empty |
| Code | 1-255 characters | Optional field |
| Start/Finish Date | Valid date format | Empty start date defaults to schedule start date |
| Color | HEX color code | Must start with # (e.g., #3b4c1e) |
| ASAP/Paced | TRUE, true, 1, FALSE, false, 0 | Boolean values only |
| Location Precision | Integer within location levels | Must match for related subtasks |
| Duration | Numeric value | Must be at least 1 minute; total duration cannot exceed 1000 days |
Note: If validation errors occur, Tactplan will display specific error messages indicating which values need correction.
Tactplan Schedule - Plans_Scheduling - Grid - Import and Export (2.4.0)