Bring work in

Import from a CSV file

1. On a project’s board or backlog, open the menu in the filter bar and choose Import CSV.
2. Choose the file’s format: a Jira CSV export, a Linear CSV export, or any other CSV.
3. Choose whether to make a job for each parent that isn’t in the file, so parts keep their place under a parent.
4. Preview the first 50 rows as they will arrive, then choose Import.

• Anyone who can change work in the project can import.
• A file can be up to 25 MB and 10,000 rows.
• Rows that were already finished arrive as history, in a finished or dropped status.
• Importing the same export again is safe. A row whose source key is already on a job in the project shows as already here, and is skipped.

Intake forms

An intake form is a public page where anyone with its link can ask a project for something, without an account. Nothing they send becomes work until someone in the project accepts it.

Set one up

1. On the project’s settings page, under From outside, open Request form.
2. Choose who reads what arrives. They must be a member of the project.
3. Choose Make the link, and copy it. It is shown once.

The project’s owners and project admins set up the form. New link replaces the link, so the old one stops working, and Shut closes the form.

What happens to a request

• The form asks what the request is, anything else to add, and how to reach the person. It thanks them when it is sent.
• An agent may read the request and shape it into a draft job before anyone sees it. The form tells people so before they send anything.
• The draft is hidden from the project until the reader accepts it, from Your turn. The reader can also decline it, with a reason.
• A form takes a limited number of requests a day.

Other ways in

• File jobs one at a time. See Jobs.
• Ask an agent to propose a project’s first jobs from its brief. See Projects.
• Have a routine file a job on a schedule. See Routines.