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Importing Tasks into Onboard

Upon 'onboarding' onto Onboard.io your organization can quickly and easily import all of your existing 'Onboarding Playbook' tasks through our new Import function located within the Task Repository.   

Your options for adding tasks (and sections) within Onboard.io are as follows:

1. Manually add tasks through the application.  Simply click 'Add Global Task' or 'Add Task' buttons within Project Templates < Task Repository.  Same goes for Sections. 

2. Import tasks (and sections) through adding task information into either our standard or advanced task templates (available to download within the Import function modal)  **Must have excel skills.   

Pro Tip:  Reference our Technical Specifications Guide for Importing Tasks into Onboard.io for detailed instructions on required fields, column header descriptions, field input types, field value options, character limits, common troubleshooting issues and other technical information for completing your import file.  

3.  Utilize AI to convert any 'Onboarding Playbook' or similar onboarding roadmap or reference guides into detailed task lists for upload into Onboard.io.  Note that this will require you to copy our AI Import prompt, add your data to the end; and then paste the whole prompt into your AI engine of choice.  The last step is to hit 'Next' and then paste your AI/LLM output into the box and proceed with previewing and importing the data.

Check out the below screen walkthrough which highlights the basic steps for each of the above options.

 

If you require any assistance with importing your tasks, feel free to reach out to support@onboard.io.