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let you create a whole branch of work — workstreams, their items, and the structure connecting them — in a single import instead of adding each item by hand. You export a template from existing work, fill it in (or reuse it as a repeatable blueprint), and import it back in under any workstream you choose. It's the fastest way to stand up repeatable structures like a new project, a standard onboarding plan, or a release checklist.",[1135,1139,1140,1141,1145,1146,1149],{},"Because the template is a spreadsheet, it is also the most efficient way to bring a ",[1142,1143,1144],"strong",{},"large amount of existing work into DevStride at once"," — even when that work doesn't yet look like DevStride. Your data might live in another tool or a spreadsheet of your own, with its own column names and no concept of a \"workstream.\" You don't need to reshape it first: the exported template gives you the structure DevStride expects — the columns and the parent-child layout of workstreams, items, and sub-items — so you can ",[1142,1147,1148],{},"map your existing data into it",", lining your rows and fields up with what each column represents. On import, DevStride reads that mapping and builds everything in the correct hierarchy under the workstream you choose, instead of you recreating it one item at a time. This makes templates well suited to migrating a plan from another tool or onboarding a large body of work that isn't in DevStride yet.",[1151,1152,1155,1156,1159,1160,1163],"alert",{"title":1153,"type":1154},"A powerful — but technical — feature","note","Templates were built for teams that need a complete, exact copy of a section of their work. The exported file is a comprehensive representation of the underlying tables — the settings, relationships, and custom configurations DevStride needs to fully rebuild that work on import. That precision is what makes templates powerful, but it also makes the file ",[1142,1157,1158],{},"verbose and technical",": it's straightforward for an engineer to edit, but more detailed than most project managers will want to work with directly. If you'd like a hand exporting, editing, mapping your data into, or importing a template, use the ",[1142,1161,1162],{},"Support"," option in the menu (or email support) and we'll walk you through it.",[1151,1165,1168,1169,1172,1173,1177,1178,1181,1182,1185],{"title":1166,"type":1167},"This is different from importing items onto a board","info","This page covers ",[1142,1170,1171],{},"templates",", which ",[1174,1175,1176],"em",{},"create new"," workstreams and items in bulk from a spreadsheet. If you instead want to pull ",[1174,1179,1180],{},"existing"," items onto a board, see ",[1183,1184,354],"a",{"href":355},".",[1151,1187,1189,1190,1193,1194,1197,1198,1201,1202,1205],{"title":1188,"type":1167},"Templates are not the same as a CSV export","Exporting a ",[1142,1191,1192],{},"template"," captures a workstream's ",[1174,1195,1196],{},"structure"," so you can recreate it. That's different from ",[1142,1199,1200],{},"Export Items to CSV"," (in boards and the Items Table), which exports your current item ",[1174,1203,1204],{},"data"," to a spreadsheet for reporting — a CSV export cannot be re-imported as a template.",[1207,1208,1210],"h2",{"id":1209},"how-templating-works","How templating works",[1135,1212,1213],{},"The workflow has three stages:",[1215,1216,1217,1224,1230],"ol",{},[1218,1219,1220,1223],"li",{},[1142,1221,1222],{},"Export a template"," from a workstream to get a correctly formatted Excel file that already mirrors your structure.",[1218,1225,1226,1229],{},[1142,1227,1228],{},"Fill it in"," — adjust the rows, or use variables to make it reusable.",[1218,1231,1232,1235],{},[1142,1233,1234],{},"Import it"," under a target workstream. DevStride shows you a preview before anything is created, then builds it out.",[1207,1237,1239],{"id":1238},"exporting-a-template","Exporting a template",[1135,1241,1242],{},"The quickest way to get a correctly formatted template is to export one from existing work.",[1135,1244,1245,1246,1249,1250,1253,1254,1185],{},"In the ",[1142,1247,1248],{},"Map Value"," module, open the ",[1142,1251,1252],{},"ellipsis (⋯) menu"," at the top of a sub-workstream column and choose ",[1142,1255,1256],{},"Export as Template",[1135,1258,1259,1260,1263],{},"DevStride generates an ",[1142,1261,1262],{},"Excel workbook"," that captures the workstream and the work beneath it — items and sub-items, their types, dates, estimates, priorities, labels, custom fields, assignees, teams, and boards — each on its own sheet. This file is both a snapshot you can re-import and a starting point you can edit.",[1265,1266,1268],"h3",{"id":1267},"making-a-template-reusable-with-variables","Making a template reusable with variables",[1135,1270,1271,1272,1275,1276,1279,1280,1283,1284,1287],{},"A template can include ",[1142,1273,1274],{},"variables"," — named placeholders you fill in at import time instead of hard-coding a value. Variables can stand in for a ",[1142,1277,1278],{},"user",", a ",[1142,1281,1282],{},"board",", or a ",[1142,1285,1286],{},"date",", which lets one template serve many situations: the same onboarding plan can be imported for a different new hire, pointed at a different board, or anchored to a different start date each time.",[1207,1289,1291],{"id":1290},"importing-a-template","Importing a template",[1135,1293,1294,1295,1297],{},"Importing happens in one place — the ",[1142,1296,1248],{}," module:",[1215,1299,1300,1314,1323,1326,1329],{},[1218,1301,1302,1303,1305,1306,1309,1310,1313],{},"In ",[1142,1304,1248],{},", find the ",[1142,1307,1308],{},"sub-workstream"," you want to import ",[1174,1311,1312],{},"into",". The imported work is created beneath it, so this column is the parent for everything in the template.",[1218,1315,1316,1317,1319,1320,1185],{},"Open the ",[1142,1318,1252],{}," at the top of that column and choose ",[1142,1321,1322],{},"Import Template",[1218,1324,1325],{},"Select your filled-in Excel file.",[1218,1327,1328],{},"If the template uses variables, provide the values (the user, board, or date each one stands for).",[1218,1330,1331],{},"Review the preview, then confirm.",[1151,1333,1335,1337,1338,1341,1342,1345],{"title":1334,"type":1154},"Where Import Template appears",[1142,1336,1322],{}," is available only from the ellipsis menu on a ",[1142,1339,1340],{},"nested workstream"," column in Map Value — never on the root ",[1142,1343,1344],{},"Core Workstreams"," column — and only when you have edit access to that workstream.",[1151,1347,1350,1351,1354],{"title":1348,"type":1349},"Preview before you commit","tip","Before anything is created, DevStride runs a ",[1142,1352,1353],{},"preview"," (a dry run) showing exactly what the import will produce — the workstreams and items it will create, laid out in their hierarchy, along with any supporting configuration like custom fields or item types. Nothing is added to your organization until you confirm.",[1265,1356,1358],{"id":1357},"referring-to-things-by-name","Referring to things by name",[1135,1360,1361],{},"When you fill in a template, you don't need internal IDs. You can refer to most things by the names you already know:",[1363,1364,1365,1371,1377,1383],"ul",{},[1218,1366,1367,1370],{},[1142,1368,1369],{},"Parent items"," by their item number or title",[1218,1372,1373,1376],{},[1142,1374,1375],{},"Item types"," by their name",[1218,1378,1379,1382],{},[1142,1380,1381],{},"Assignees"," by username",[1218,1384,1385,1388],{},[1142,1386,1387],{},"Teams"," by name",[1135,1390,1391],{},"DevStride resolves these names as it imports. Spelling them the way they appear in your organization helps everything match up cleanly.",[1207,1393,1395],{"id":1394},"where-work-can-be-imported","Where work can be imported",[1135,1397,1398],{},"You can only import into a location that can legitimately hold the template's top-level items:",[1363,1400,1401,1408],{},[1218,1402,1403,1404,1407],{},"A ",[1142,1405,1406],{},"workstream (folder)"," can hold any item type, so importing into a workstream is always allowed.",[1218,1409,1410,1411,1414],{},"Importing under a ",[1142,1412,1413],{},"work item"," is only allowed when the template's top-level items are a valid child type of that item, following your organization's item-type hierarchy.",[1135,1416,1417],{},"If the location isn't compatible, DevStride blocks the import and tells you why — for example:",[1419,1420,1421],"blockquote",{},[1135,1422,1423],{},"Cannot import here. The template contains root-level items of type \"…\" which cannot be children of \"…\". Please select a compatible parent item type or a workstream.",[1135,1425,1426],{},"The check runs during the preview and again if you change the target location, so you'll know before you commit. Pick a workstream or a compatible parent and try again.",[1207,1428,1430],{"id":1429},"who-can-import","Who can import",[1135,1432,1433,1434,1437,1438,1441,1442,1444,1445,1447],{},"Owners, Admins, and ",[1142,1435,1436],{},"Members"," can all import templates. Beyond your role, you need ",[1142,1439,1440],{},"edit access to the target location"," — the same access that lets you add items there normally. The ",[1142,1443,1322],{}," option only appears on workstreams where you have that access, and importing into a location you can't edit is blocked. See ",[1183,1446,308],{"href":309}," for how access is granted.",[1207,1449,1451],{"id":1450},"tracking-imports","Tracking imports",[1135,1453,1454,1455,1458,1459,1462,1463,1466,1467,1470,1471,1474,1475,1478,1479,1482],{},"Every import is recorded so you can confirm it ran and diagnose any that didn't. Open ",[1142,1456,1457],{},"Settings",", then the ",[1142,1460,1461],{},"Template Import Job History"," under Import. The history lists each run with its ",[1142,1464,1465],{},"ID",", when it ",[1142,1468,1469],{},"started"," and ",[1142,1472,1473],{},"finished",", ",[1142,1476,1477],{},"who ran it",", and its ",[1142,1480,1481],{},"status"," (pending, running, finished, or failed).",[1135,1484,1485,1486,1489],{},"If a run ",[1142,1487,1488],{},"fails",", its status shows the details — including per-row problems such as a parent that couldn't be found — so you can fix that row in the template and import again.",[1151,1491,1493],{"title":1492,"type":1154},"Imports run in the background","A large import is processed in the background, so the new work may appear a moment after you confirm rather than instantly. You'll get a confirmation when it succeeds; if it fails, the message and the Template Import Job History will tell you what went wrong.",[1207,1495,1497],{"id":1496},"related","Related",[1363,1499,1500,1505,1510,1515],{},[1218,1501,1502,1504],{},[1183,1503,229],{"href":293}," — another way to create many items at once, from notes or a document.",[1218,1506,1507,1509],{},[1183,1508,285],{"href":286}," — add items individually.",[1218,1511,1512,1514],{},[1183,1513,300],{"href":301}," — the Map Value module, where templates are exported and imported.",[1218,1516,1517,1519],{},[1183,1518,354],{"href":355}," — add existing items to a board (a different feature).",{"title":1521,"searchDepth":280,"depth":280,"links":1522},"",[1523,1524,1527,1530,1531,1532,1533],{"id":1209,"depth":280,"text":1210},{"id":1238,"depth":280,"text":1239,"children":1525},[1526],{"id":1267,"depth":338,"text":1268},{"id":1290,"depth":280,"text":1291,"children":1528},[1529],{"id":1357,"depth":338,"text":1358},{"id":1394,"depth":280,"text":1395},{"id":1429,"depth":280,"text":1430},{"id":1450,"depth":280,"text":1451},{"id":1496,"depth":280,"text":1497},"Build out whole workstreams at once from a reusable Excel template — export a template, fill it in, preview the result, and import.","md",null,{},true,{"title":147,"description":1534},"gb4oG5YByVZ5RORrmINxXm0qOvN9q9jRyUZpk_ig3-8",[1542,1544],{"title":308,"path":309,"stem":310,"description":1543,"children":-1},"Control who can view, comment on, edit, or manage your workstreams and work items at the user, team, and organization level.",{"title":321,"path":322,"stem":323,"description":1521,"children":-1},1782161738535]