The Import feature allows you to copy and paste data from another source into PlanStreet. The ability to Import data into a specific function of PlanStreet is indicated by the ‘Import’ button on the top right-hand side of a function.

  1. Click to Import button to open the import pop-up screen
  1. Note the data values that can be imported for the selected function.
  2. For User Stories / Tasks, you can select if the imported items are to be inserted into the Backlog or into any of the already defined Sprints
  • Using a data table format (Excel, .csv, .mpp, and even Word) format the data to be imported to match the data identified on the Import screen. Only Task Name is a required in order to import User Stories / Tasks into your project. While you do not need to provide all the data that you are able to import into PlanStreet, we are doing so in our example below.
  • Once you have the data you want to import, select it by placing your cursor on the first field you want to import, holding down the Shift Key, and click on the last field you want to import. Then press Cntrl + C (Command + C on Mac) to copy the selected data.
  • All the tasks are now visible on the Import screen. You can add more tasks by clicking the +Add button, and also delete tasks that you do not want to be added. Click on ‘Create Tasks’ to add the new User Stories / Tasks into your project.
  1. Click on the first data field on the PlanStreet Import screen. Press Cntrl +V (Command + V on Mac) to paste the data copied in previous step onto the Import page.
  • All the tasks are now visible on the Import screen. You can add more tasks by clicking the +Add button, and also delete tasks that you do not want to be added. Click on ‘Create Tasks’ to add the new User Stories / Tasks into your project.

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