# 4. Import Tasks Information

Published 2025-04-30

> Go to the Settings menu Go to Import & Export and select Import Enter the Task by clicking the Next button Click on Download template to download the Excel template and enter your information Download as a CSV file Enter

-   **Go to the Settings menu**
-   **Go to Import & Export** and select **Import**
-   **Enter the Task** by clicking the **Next** button
-   **Click on Download template** to download the Excel template and enter your information
-   **Download as a CSV file**
-   **Enter the Choose a file to upload your cards**: task and click **Next**
-   In the **Select Property** section, match the header column with the **erxes** header information and give it a Name
-   **Check and save the CheckDisclaimer**
-   **Check the results** to see if the import was successful in the **See Records** result section