Perno Company lets you create multiple tasks at once by importing a CSV file. In the file, you can specify the client, project, task title, expected output, status and people responsible for execution and review. The import runs in the background, so you can continue working or close the page after starting it. You will receive an email notification when processing finishes.
How to import tasks into Perno Company
1. Open the task import page
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At the top of the dashboard, open the Context menu and select Perno Company.
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In the sidebar, expand Task management.
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Go to Backlog or Board.
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Click Import tasks. In the Backlog view, the button is in the top-right corner, next to Add to backlog.
2. Download and complete the CSV template
On the Import tasks page, click Download CSV template. Open the downloaded file in a spreadsheet application and enter your data.
Do not change the column names. Each row should describe one task.
|
Column |
Is a value required? |
How to fill it in |
|
Client |
Yes |
Enter the name of the client the task belongs to. |
|
Project |
Yes |
Enter the name of the project linked to the client. |
|
Assignee |
No |
Enter the email address of the colleague responsible for completing the task. |
|
Reviewer |
No |
Enter the email address of the colleague responsible for reviewing the task. |
|
Title |
Yes |
Enter the task title. |
|
Description |
No |
Add a task description, such as the scope of work or additional instructions. |
|
Effect/output |
Yes |
Describe the expected output of the task. |
|
Due date |
No |
Enter the due date in YYYY-MM-DD format, for example 2026-10-15. |
|
Status |
Yes |
Enter the name of the task’s workflow status. |
Keep all the listed columns in the file. If you do not want to fill in an optional field, leave its cell blank.
3. Check client, project and status names
Perno matches clients, projects and statuses by name, regardless of capitalization.
If the specified records do not exist:
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Client — it is created automatically.
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Project — it is created and assigned to the client specified in the same row.
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Status — it is added to the organization’s task workflow.
Check the spelling of names before importing. A typo or a different version of a name may create a new client, project or status instead of using an existing one.
4. Specify the assignee and reviewer
In the Assignee and Reviewer columns, use the email addresses of colleagues in your organization. An email address identifies a user reliably.
You can also specify a user whose invitation to the organization is still pending.
If the task does not have an assignee or reviewer, leave the relevant field blank. Perno reports an error if the provided value does not identify exactly one colleague in the organization.
5. Set the due date
In the Due date column, enter the date in this format:
YYYY-MM-DD — year, month and day, for example 2026-10-15.
If the task has no due date, leave this field blank.
6. Save the file and start the import
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Save the completed file as a CSV file with UTF-8 encoding.
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Return to the Import tasks page.
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In the CSV file section, click Choose file and select your prepared file.
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Check that the correct file name appears next to the button.
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Click Queue import to add the import to the queue.
The maximum file size is 50 MB.
After queuing the import, you can leave the page. Perno will validate the data and process the file in the background.
7. Check import progress
After starting the import, you will see the job details page. The Queued status and the message Waiting for the background worker mean that the file is waiting to be processed.
The details page refreshes automatically while the job is active.
To check progress later, return to Import tasks and find the job under Recent imports. Open it to view the details.
|
Status |
Meaning |
|
Queued |
The import is waiting in the queue. |
|
Processing |
The file is being processed. |
|
Completed |
The import has completed successfully. |
|
Failed |
The import has failed. Check the error details. |
8. Correct any errors
Perno validates the entire file before saving the tasks. If even one row contains invalid data, the whole import is cancelled. No tasks, clients, projects or statuses from that file are saved.
If the import fails:
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Open the import details page.
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Check the affected row and the error description.
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Correct the data in the CSV file.
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Save the corrected file.
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Upload it again and click Queue import.
9. Check the import result
For each successfully imported row, Perno:
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creates a new task;
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assigns the specified client, project and status;
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assigns the assignee and reviewer, if provided;
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records the initial status in the task timeline;
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sends the applicable task notifications.
When processing finishes, the import details page will show the number of tasks created. You will also receive a completion email. The successfully processed CSV file will be removed from Perno.
Important: importing the same file again creates another set of tasks. Do not upload a file that has already been processed successfully.