Note that this feature is only available to administrators.


It is possible to upload a csv of tasks, risks, issues, decisions or stories to Sharktower:

  1. Click on your avatar in the top right from anywhere in Sharktower 
  2. Select Admin Panel
  3. Click Config. 
  4. Scroll to the bottom, where you will see a file upload area, beneath the Project Labels area
  5. Select the type of work item you wish to upload then pick the file.

We suggest you use the templates below for ease.


Note the following things:

  • The file must be a csv format not xlsx 
  • If there are any errors found with the content in any field then no records will be inserted
  • The user performing the upload will be displayed as the creator of each work item
  • Ensure the column titles are exactly as they appear in the csvs above
  • Ensure you select the intended work item type from the dropdown
  • If you upload any work items with a status of COMPLETED then the date/time of completion will be marked as the time of the upload
  • The upload cannot be undone - so make sure you're completely happy with what you're uploading before going ahead
  • If you are uploading a large volume of items (in the order of 1000s), you should expect the upload to take up to 10-20 seconds) before 


What you'll need to know before uploading anything;

  • The Sharktower project(s) you want to upload the data to including their unique project ID
    • The project ID can be found in the address bar when viewing a project and starts with P followed by numbers e.g. P123
  • The email address of the users you wish to assign the items to
  • And obviously all other properties of the items, e.g. their priority, due date, etc


Notes per column (asterisk denotes mandatory field)

Tasks/Decisions

  • Project Reference*: This needs to match an existing project in Sharktower
  • Title*: Any free text, without commas
  • Description: Any free text, without commas 
  • Assignee*: Must match the email address of a user in Sharktower (note that you should ensure this user has access to the project)
  • Priority*: Any value from the following list - HIGH/MEDIUM/LOW
  • Due Date*: Any date in the format dd/mm/yyyy
  • Status*: Any value from the following list -  NOT_STARTED/IN_PROGRESS/COMPLETED


Risks

  • Project Reference*: This needs to match an existing project in Sharktower
  • Title*: Any free text, without commas
  • Description: Any free text, without commas
  • Mitigation: Any free text, without commas 
  • Assignee: If populated, must match the email address of a user in Sharktower (note that you should ensure this user has access to the project)
  • Likelihood*: Any value from the following list - VERY_HIGH/HIGH/MEDIUM/LOW/VERY_LOW
  • Impact*: Any value from the following list - VERY_HIGH/HIGH/MEDIUM/LOW/VERY_LOW
  • Due Date: Any date in the format dd/mm/yyyy
  • Status*: Any value from the following list -  NOT_STARTED/IN_PROGRESS/COMPLETED
  • Risk Value: Any integer of up to 4 digits


Issues

  • Project Reference*: This needs to match an existing project in Sharktower
  • Title*: Any free text, without commas
  • Description: Any free text, without commas 
  • Assignee: If populated, must match the email address of a user in Sharktower (note that you should ensure this user has access to the project)
  • Priority*: Any value from the following list - VERY_HIGH/HIGH/MEDIUM/LOW/VERY_LOW 
  • Due Date: Any date in the format dd/mm/yyyy
  • Status*: Any value from the following list -  NOT_STARTED/IN_PROGRESS/COMPLETED
  • Issue Value: Any integer of up to 4 digits


Stories

  • Project Reference*: This needs to match an existing project in Sharktower
  • Title*: Any free text, without commas
  • Description: Any free text, without commas 
  • Assignee: If populated, must match the email address of a user in Sharktower (note that you should ensure this user has access to the project)
  • Priority*: Any value from the following list - HIGH/MEDIUM/LOW 
  • Due Date: Any date in the format dd/mm/yyyy
  • Status*: Any value from the following list -  NOT_STARTED/IN_PROGRESS/COMPLETED
  • Story Points: Any integer of up to 4 digits