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Import a list

Open Tasks → Import, or Import tasks in the side panel. Paste one task per line or upload a .txt or .csv file, up to 2 MB. Leading bullets, numbers and checkbox markers are removed. For CSV files, use these headers:
Use YYYY-MM-DD dates and low, medium or high priorities. Quote fields containing commas. Unrecognized dates or priorities are omitted, so check the preview before importing. Long titles and descriptions are shortened to their supported limits.
CSV tasks preview showing titles, descriptions, dates, priorities and selection controls

CSV import preview.

Untick rows to exclude them, remove unwanted rows, or use Select All / Deselect All. The final button shows the number of selected tasks. You can import up to 500 tasks at once. Nothing is created until you choose Import. Imports create tasks on your personal list without a company. Open a task afterward to tag it with a company and share it.

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Add work from an existing record

Supported portal lists and record menus offer Add to task list. Where the list supports bulk selection, select the items first and choose the same action from its bulk menu. Review the proposed titles, company, priority and due date. A bulk addition creates one task per selected item. Each task retains a link to its source; creating or deleting a task does not change that source record.
Add to task list dialog for selected portal items

Review linked tasks before adding them.

If selected items belong to different companies, the dialog can retain each item’s company or use one selected company for the batch. Check sharing before saving.

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Meeting actions

Meeting action items assigned to staff also appear in their task lists. If an item has no active staff assignee, its staff creator may own the mirrored task. Status, title, due date, supported priority changes and staff reassignment stay synchronized. Completing the task completes its meeting action item. Read the meeting transcript workflow or return to Tasks.
Add to task list dialog opened for a report

Add a linked report from its row menu.