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Create Ticket Import Data Source Using Touchplan Excel Template

Note: Projects must create a data source to link their files to prior to using the ticket import feature

Written by Corrine Shuler
Updated today

To create a Touchplan Template ticket import data source:

  1. Click on the three dotted button next to the Project Name

  2. Select Project Settings

  3. Click ‘Create New Data source’ under the Data Sources drop down menu

  4. Enter a Data Souce name (ex. Touchplan Template)

  5. Select ‘Touchplan’ under the Data Source Type dropdown menu

  6. (Optional) Enter in a WBS Separator if you would like, however this is not needed for a Touchplan Template data source.

  7. Click ‘Save’

For more information on how to import tickets into Touchplan in a Touchplan Excel format click here.

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