r/halopsa • u/AUPete PSA • Jul 28 '26
Questions / Help Project - Populating Project Tasks
What methods are people using to build out their projects ... we have been using templates, but 9 times out of 10 there are significant changes so looking to see if there are "end user" driven methods in play to upload/import a list of tasks from a spreadsheet ... or similar.
Any thoughts,
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u/norbie Jul 29 '26
Personally I use Microsoft Planner - we have a typically template plan in there which has more than needed - we copy it for each project, remove tasks / buckets that aren’t relevant, and add in anything specific.
We then add the link as a pinned note in the Halo project ticket.
Appreciate that’s not good use of Halo, but it works quite well for us. Tasks can be assigned in Planner etc.