How to import work items with People and Role Assignments

It is possible to create and update work items in Targetprocess using CSV files as a data source. This article describes how to import or update personal Assignments.

It is possible to import Assignments for User Stories, Tasks, and Bugs, Features, Epics, Portfolio Epics.

For versions earlier than v.3.13.10 only for User Stories, Tasks, and Bugs.

It’s possible to import both the Assignments for multiple roles and the assignment for a single role, depending on how many responsible roles you’ve got for an entity.

Let’s say, you have User Story with three responsible roles: Developer, QA Engineer, and Project Manager. In this case, the assignments are split. For example, you want to import a User Story that has three people assigned in total, but the Developer is John White, the QA Engineer is Andrew Gray and the Project Manager is Sara Red.

You should enter the assignments in the following format:

John White (Developer), Andrew Gray (QA Engineer), Sara Red (Project Manager)

The general format is:

First name Last name (Role), First name Last name (Role), First name Last name (Role)

For a single responsible role named Developer, just enter the first and last name:

John White

Prerequisites

Specified users should be added as members to the Project that contains the entities you update. Check Project > People tab for this purpose. Role of the users doesn't matter.

Local symbols in names

Some of your users may have local characters in their names. It is possible to import data with such symbols.

See Also

• How to import entities with Effort