Import project to-dos from an Excel file

Prepare an Excel file for import

  1. Open a blank Microsoft Excel spreadsheet or download the sample file.
  2. Label the first row with the column names shown in the table below.

    Make sure that all the required fields are included. Field names do not contain any spacing within the word, or before and after.

    Make sure that the sheet is labeled as Sheet1.

  3. Enter your data starting from the second row.

  4. Save the file in Excel 97-2003 format (*.xls).
  5. Close the file to enable Sage Construction Management to import the data.

Import the file

  1. Go to Projects and select the appropriate project in the Quick Select section.
  2. On the Project Home page, select Schedules in the Scheduling section.
  3. In the General and Project To Dos section, select Actions > Import Project To Do From Excel.

  4. Select Choose File and find the file on your local drive.

    The data will be imported automatically.

Microsoft Excel import sample

Download the import project to-dos sample file.

Project to-dos file fields

Column name / First row Required (*) Field type Comments
ProjectNumber * Text The project number.
TaskDescription * Text The project to-do description.
TaskDueDate Date

  • Recommended date format: DD-MMM-YYYY

    For example, 15-Oct-2023.

  • US supported format: MM-DD-YYYY

    For example, 10/15/2023.

  • ISO supported format: YYYY-MM-DD

    For example, 2023-10-15.
TaskAuthorContact * Text The value must match a user’s display name.
TaskAssignedToContact Text The value must match a user’s display name.
TaskPriority Text Options: High, Medium, Low
TaskCategory Test

The category must match the options in Settings () > Feature Settings > Scheduling > To Do Category.
TaskStatus Text Options: Not Started, On Hold, Started, Waiting on Customer, Waiting on Vendor, Completed
TaskStatusDate Date

  • Recommended date format: DD-MMM-YYYY

    For example, 15-Oct-2023.

  • US supported format: MM-DD-YYYY

    For example, 10/15/2023.

  • ISO supported format: YYYY-MM-DD

    For example, 2023-10-15.
TaskPercentComplete Integer For example, enter 50 for 50%.

Posted February 16, 2026 © 2026 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.