Skip to product menu
close
  • Sales
    Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
Skip to main content

Import tasks

Adding tasks can be done by importing tasks from various sources. If you're having your tasks on your desktop or any other applications such as Trello, you can import them to Tasks powered by Zoho ToDo using a CSV file or direct migration.

Import tasks using a CSV file

Sometimes you may have a list of tasks and adding them individually can be exhausting. With the Import option, you can add tasks easily with the help of a CSV file. To Import tasks using a .csv file,

  1. Log in to Zoho Mail and navigate to Tasks or log in to Zoho ToDo.
  2. Navigate to a group to which you want to upload your tasks to. You can always move the task to a different group or edit them later.
    • If you don't choose a group the tasks will be imported to Personal Tasks by default.
  3. Click the More options icon and then choose Import
    import tasks
  4. Choose CSV from the Task Import pop-up.
    csv
  5. Click the Browse files to upload button and upload the .csv file with your task info from your local storage. You can download the sample CSV file from here.
  6. Click Attach after uploading the file.
    csv
  7. Choose the group to which you want to import the Tasks using the Import Tasks to drop-down. You can also choose to import the tasks to your Personal tasks.
    group
  8. Click Next.
  9. Map fields to associate the fields in the CSV file with the Tasks fields.map fields
    • If you want to add a custom field in the Tasks app for the fields provided in the CSV file, click + Add as custom field.
      custom fields
      • Select the field type:
        • Text field: You will have to provide the field name and choose to provide a default field value which will be applied if no values are mapped for the particular field. The field value will accept alphabets, numbers, and special characters.
        • Numeric: You will have to provide the field name and choose to provide the default field value which will be applied if no values are mapped for the particular field. The field value can be a whole number or a decimal number.
        • Dropdown: You will have to provide the field name and a set of values by clicking Add option from which one of the choices can be selected as a value. You can also choose to provide a default value to the field which will be applied if no values are mapped for the particular field.
        • MultiChoice: You will have to provide the field name and a set of values by clicking Add option from which one or more choices can be selected as values. You can also choose to provide multiple values that can be applied to the field if no values are mapped for the particular field.
      • You can make the Custom field mandatory for the users to fill during task creation by enabling the Mandatory toggle.
      • Check the preview generated and once you are satisfied with the result, click Create.
  10. Click Next once you map the fields.
  11. Map values for the associated fields like:
    • Status Open/ Closed/ Renewed/ Review. If no option is mapped, the task will be marked Open by default.
    • Priority High/ Medium/ Low. If no option is mapped, the task will be marked for Medium priority by default.
    • Category General/ Any other Tasks category created by you. If no category is mapped, the task will be put under the General category by default.
    • Assignee - If the tasks are not assigned to a particular person, they will be left unassigned by default.
    • Tags and custom fields with multiple values.
  12. Click Finish.
  13. The upload will begin and you can continue performing other operations. Once the import is done, you will receive an email notification.

Your tasks will be imported and added to the respective group.

Note:

You have to provide the date format in the CSV file to associate the Due date, Start date, and Created date with the Tasks fields. Refer to Sample CSV.

Import tasks from Trello

You have the option of importing your tasks from Trello to Tasks and managing them here with the help of Trello integration.

To import tasks from Trello:

  1. Login to Zoho Mail and navigate to Tasks or log in to Zoho ToDo.
  2. Navigate to a group to which you want to upload your tasks to. You can always move the task to a different group or edit them later.
    • If you don't choose a group the tasks will be imported to Personal Tasks by default.
  3. Click the More options icon and then choose Import.
    import tasks
  4. Choose Trello from the Task import pop-up.
    csv
  5. Click Authenticate if you haven't linked your Trello account to Zoho. (or) Click Next if you have already authenticated Zoho Mail to access your Trello account and skip the next two steps given below.
    authenticate
  6. Click Login in the Authorize | Trello pop-up and log into your Trello account.
  7. Click Allow. You can now proceed to import your tasks from Trello.
  8. Choose a Workspace from which you want to import the tasks using the drop-down and click Next.
    workspace
  9. Map Boards in Trello with the Groups in Zoho Tasks. You can also map the Boards to your Personal Tasks.boards
    • ​​If you don't choose an option the boards will be mapped to Personal Tasks by default.
  10. Click Next.
  11. Map the Lists on each board with the Categories in Tasks. You can also create new categories and map the lists with them.
    category mapping
  12. Click Next.
  13. Choose the Assignees and click Complete.
    assignee

Your import will be scheduled and you'll be notified via email once completed.

Import tasks from Google Tasks

You have the option of importing your tasks from Google to Tasks and managing them here. Only the tasks in the My tasks section of Google Tasks can be imported to the Personal tasks section of the Tasks application.

To import tasks from Google:

  1. Login to Zoho Mail and navigate to Tasks or log in to Zoho ToDo
  2. Navigate to a group to which you want to upload your tasks to. You can always move the task to a different group or edit them later.
    • If you don't choose a group the tasks will be imported to Personal Tasks by default.
  3. Click the More options icon and then choose Import.
    import tasks
  4. Choose Google Task from the Task import pop-up.
    google task
  5. Click Authenticate if you haven't linked your Google account to Zoho. (or) Click Next if you have already authenticated Zoho Mail to access your Google account and skip the next two steps given below.
    authenticate
  6. Provide your Google account credentials and log in to your Google account.
  7. Click Allow to provide Zoho Mail access to import your tasks.
  8. Choose the Category in your Personal tasks to which the tasks should be imported to.
    start import
  9. Click Start import.

Your import will be scheduled and you'll receive an email upon successful completion of the import process.

Still can't find what you're looking for?

Write to us: support@zohomail.com