Import & Export
Importing Work Items from CSV
You can bulk-create work items by uploading a CSV file.
You can bulk-create work items by uploading a CSV file.
How to Import
- On the work items page, click the Import CSV button.
- Upload your CSV file using the file picker.
- Preview — Dragon Planner shows you the headers and first several rows so you can verify everything looks right.
- Click Import to create the items.
- Results — You'll see how many items were successfully created and any errors that occurred.
CSV Format
Your CSV file must include a Title column. All other columns are optional:
| Column | Expected Values |
|---|---|
| Title | Text (required) |
| Type | Initiative, Epic, Story, Bug, Task, SubTask, Spike |
| Status | Todo, InProgress, Done, Blocked |
| Priority | 1–5 |
| StoryPoints | Number |
| EstimatedHours | Number |
| Tags | Comma-separated values |
| StartDate | Date (YYYY-MM-DD) |
| DueDate | Date (YYYY-MM-DD) |
Tips
- 💡 Start simple — a CSV with just a Title column works fine. You can fill in the details later.
- 💡 If any rows fail, successfully imported rows are still created. Check the error list for details on what went wrong.
- 💡 Export your existing items to CSV first if you want to see the expected format.