Importing ToDos

You can import BCFZIP files by simply uploading the file to your Connect project. After you have uploaded the file, it will be converted into a ToDo and be visible in the ToDos page.

Trimble Connect supports the BCF 2.0 format for import.

Use the Import from Excel function to quickly add or update ToDos in your project.

As a Project Administrator, you can modify all ToDos in the project. For Project Users, you can use the Import from Excel to add new ToDos or update ToDos you have created or been assigned to you.

The following operations are supported from the import function:

• Creating new ToDos

• Update an existing ToDo’s Title, Description, Due date, Type, Priority, Status, Completion (Percentage), Assignee or Tags

Step 1: Set up the spreadsheet

1. Open a new Excel file.

2. Create columns with the following headers (with the exact spelling listed)

   1. • Label, Title, Description, Type, Priority, Status, Completion, Due date, Assignee(s), Tags

3. Fill out the spreadsheet
   Learn how to fill out the spreadsheet ›

4. Save your file.

Step 2: Import the Excel file

1. Open your project Trimble Connect for Browser.

2. Navigate to the ToDos page.

3. Click the overflow menu at the top of the right side of the page.

4. Select Import from Excel.

5. The Import Excel as ToDo dialog box opens.

6. Click Browse to select the Excel file.

7. Select the file from your computer and click Open.