QuickPlan supports to create a new project by importing tasks from MS Excel file.

Please follow below the steps:

  • Download the MS Excel template file
  • On a PC or a Mac, open the template file using Microsoft Excel (Please do not edit using the Apple Number app) and input the task content. Adding space(s) before the task name to adjust the task outline level.
  • Save to a file with .xlsx extension.
  • Send the Excel file to an iOS device with QuickPlan installed (via AirDrop, email, Dropbox, Google Drive, or other 3rd party apps).
  • On the iOS device, open the Excel file in the QuickPlan app to import as a new project. For example, if the Excel file been sent to the iOS device in an email as an attachment, please long-press the attached Excel file and then select the "Copy to QuickPlan" activity to import. More details about importing.

Tips:

  • The goal of this feature is to improve the task input efficiency on iOS devices. Using QuickPlan, we can be times more productivity compared to using other Gantt apps on iOS devices. Even compared to using other Gantt apps on a PC/Mac, using QuickPlan on an iOS device is much more efficient. Although QuickPlan helps us significantly improve project maintenance efficiency, the input on the iOS devices is still an efficiency bottleneck. With this feature, we can complete the major part of input work on a MAC or on a PC, which contributes to overall productivity.
  • If you also use "QuickPlan for macOS" on the Mac, we strongly suggest to create the project in QuickPlan, then sync the project to iOS devices.
  • There are many methods to "send" the Excel file from a PC or a Mac to iOS device
    • Send the file as attached file in an email
    • Share the file from a Mac to a iOS device via Airdrop
    • Share the file to a iOS via the iTunes app on the Mac or on the PC
    • Sync to the iOS devices via iCloud Drive
    • Share to iOS device via 3rd cloud storage, such as the Dropbox service
  • QuickPlan also supports to export the project to MS Excel file, for REPORTING purpose! The content and format of the exported Excel file are NOT the same as in this template. Some users may expect to change the content in the exported Excel file and then import again - a bi-direction workflow. This is not a suitable solution, as QuickPlan app has no control of the user to input in the Excel file - It's very easy to create errors in the Excel file.