Data Management Capabilities
>
Managing Projects
>
Projects and Programs
>
Action Items
>
Working with Action Items in Microsoft Excel
>
Importing Action Items from Microsoft Excel
Importing Action Items from Microsoft Excel
You can import
Windchill
action items from a Microsoft Excel spreadsheet.
1.
Navigate to the
Tasks
table and select
Actions
>
Import from Excel
.
2.
Browse to the template file and click
OK
.
Only Microsoft Excel XML files can be imported.
