Import from Excel or CSV

1. Open Settings → Import.
2. Paste rows copied from Excel or Google Sheets, or upload a .csv file. The first row should be headers.
3. Check the column mapping. Planbook guesses from the headers: “Owner” becomes Champion, “Product” becomes Project, and so on. Anything you don't map is ignored.
4. Choose where the tasks land (Today, Someday or a date) and press Import. People and projects that don't exist yet are flagged before anything is created.

You can also paste rows straight into any sheet with ⌘V.