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Importing Tickets into Touchplan
Importing Tickets into Touchplan

Import tickets from an Excel document into Touchplan

Sarah Cusack avatar
Written by Sarah Cusack
Updated over a week ago

To import tickets into Touchplan:

  1. Click on the three-dot button in the Phase Plan List

  2. Select Import Tickets

  3. Select Download Blank Sample

  4. Open the blank template

  5. In the ticket import file, enter the ticket information in the required format

6. Select File and Save

7. Click Import Tickets

8. Select the import ticket file and click Open

The tickets will be imported into the project and placed in a new phase plan.

Note: All required fields in the import template must be completed for the tickets to import correctly.

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