Importing Action Items from Microsoft Excel

Data Management Capabilities > Managing Projects and Programs > Action Items > Working with Action Items in 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 XLSX files can be imported.

• If an action item that was exported from version prior to Windchill 11.1 M010, and later imported to an upgraded version or this version of Windchill, the type of action item will be set to the root level that is Action Item. No sub-types of action item are supported.