Has this ever happened to you? You’re sitting at your desk in the morning, plodding through your email, and you become overwhelmed with the sheer volume of work. You have a million and one things to document, track, and actually DO. Panic sets in, but then you remember that once you add these new tasks to LiquidPlanner, you can get them organized and prioritized in seconds flat. However, adding each task one at a time isn’t going to cut it. What to do?

Don’t fear! There are three ways to add multiple tasks at a time in LiquidPlanner. Now you just have to decide which one is right for you.

1. Multi-Add

Multi Add Newest Update

This option is right for you if: You like simple lists or dumping all of your thoughts in one place at one time.

Say you need to add several tasks to one of your existing projects or packages. Simply right click the project or package and select Add Item –> Multiple Items.

From there, just jot down the tasks (one per line) following this format:

Task Name, Owner, Best Case – Worst Case Estimate

Click Add and voila! Your to-do list has now been transferred from your brain to your workspace, freeing up valuable mind space to do some actual work.  Who knew adding multiple tasks could be so easy?

2. Import

Import New Step 1 XML

This option is right for you if: You need to attach a bunch of additional information to your tasks, like descriptions, reference information, or promise dates

Did you know you can import tasks from a spreadsheet (in CSV format) or from MS Project (as XML) into LiquidPlanner? Up to 500 of them at a time! To make this process as smooth as possible, read our Help Guide articles on importing data here and here. 

3. Duplicate

Duplicate

This option is right for you if: You already have a project or a set of tasks in LiquidPlanner that are similar to the new ones you need to add.

We’re all about making online project management radically simple here at LiquidPlanner, which is why we created the Duplicate feature. You can duplicate plan items instead of creating new ones, saving you a lot of time and effort. Select the desired items, then right-click > duplicate, or edit > duplicate.

When you duplicate an item, a minimum set of information is automatically transferred to the new copy. This might include: name, owner, description, estimates, delays, dependencies, etc. By checking the appropriate boxes, you can also choose to duplicate notes, documents, links, comments and restricted member access.

What’s your favorite way to add multiple tasks?

How to Add Multiple Tasks in LiquidPlanner was last modified: June 28th, 2013 by Alison Clancy