Upload any CSV or XLS(X) file directly into ProductPlan
To make it easier to get started with ProductPlan you can import your spreadsheet-based roadmap. You can upload any CSV or XLS(X) file. You can also import directly from one of our integrations.
To get started importing a spreadsheet, you will:
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Navigate to the Table layout of Parked items, and click the “Import” button.
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Select the CSV/XLS(X) option, and then select the file you wish to upload. If the file has multiple sheets, select which one you want to upload first.
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Choose which columns you would like to import by assigning them to the existing fields – or choose “do not import” for any section you would like to leave empty.
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Import.
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Once your initiatives are imported as Parked Bars/Containers, simply select however many items you would like to "Unpark," which will move them to your live Roadmap.
Notes:
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If your spreadsheet headings match Parked bar headings (Title, Description, Lane, etc.), the content of the columns will automatically be placed within the corresponding heading.
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If your spreadsheet has multiple tabs, you will need to do multiple imports and select the correct sheet each time.
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The content in the “Percent Complete” and “Effort” fields must be a compatible value (1-100 for “Percent Complete” and either 1-10 or existing T-shirt sizes [S-XL] for the “Effort” level selected).
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If you choose to import information under the “Lanes” or “Legend” fields, a new Lane or Legend item will be created automatically on the roadmap.
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To import multiple Tags for each item, separate the different Tags with a comma on your spreadsheet.
**Find an example spreadsheet template here.**