Monday.com work managementwithout the spreadsheet.
Collect task, project and team information with a simple form and download a clean CSV ready for your Monday.com import workflow.
Monday.com Work Management
Try the template with up to 3 tasks
What You'll Collect
Item Name
StringThe person's name for identification and communication.
Assignee
StringFree text, exported as the “assignee” column.
Description
StringDetailed description or notes about this record.
Due Date
DateA date in YYYY-MM-DD format.
Email address for contact, communication, and account recovery.
Phone
PhoneAny common layout, like (555) 123-4567, +44 20 7946 0958 or with ext. 89. Letters and numbers with fewer than 7 or more than 15 digits are flagged.
Priority
EnumChoose one of: Low, Medium, High, Urgent.
Status
EnumChoose one of: Not Started, In Progress, In Review, Done, Blocked.
Timeline End Date
DateA date in YYYY-MM-DD format.
Timeline Start Date
DateA date in YYYY-MM-DD format.
Need more than three tasks?
Import hundreds or thousands of items.
The free template is limited to three rows so you can try the workflow. Create your own Import Builder form when you need to collect larger datasets and scale your project management.
Create your own formUp to 1,000 rows
Collect and import large project datasets with ease.
Monday.com-ready fields
Use fields mapped to Monday.com's task and project structure.
Team collaboration
Assign tasks, set priorities and track status across your team.
Reusable forms
Use the same form for recurring project and task imports.
How it works
From task details to Monday.com-ready CSV in three steps.
01
Collect
Give your team a simple form to enter task, project and assignment information.
02
Map
Structure the data with priorities, statuses, dates and assignee information.
03
Import
Download the completed CSV and import it into Monday.com using their bulk import workflow.
Why use a form?
Collecting project data is often harder than importing it.
Sending a spreadsheet around your team for task collection can lead to incomplete entries, inconsistent status values and unnecessary coordination overhead.
A structured form with predefined options makes it clearer for team members to provide the complete project information your Monday.com workspace needs.
Incomplete task data
Required fields and structured fields ensure complete information before import.
Inconsistent status values
Predefined status options prevent variations and formatting errors.
Coordination delays
Collect information directly through a simple browser form, no spreadsheet passing required.
Monday.com CSV Template
A simple way to import Monday.com tasks and projects
Monday.com is a powerful work management platform that helps teams organize, track and manage projects efficiently. Whether you're managing software development, marketing campaigns, sales pipelines or general project work, Monday.com provides the flexibility and visibility teams need to collaborate effectively.
However, getting your initial task and project data into Monday.com can be time-consuming if you're manually entering information or working with spreadsheets. This CSV template streamlines the process by providing a structured form that matches Monday.com's task and project fields, allowing you to collect complete and consistent information ready for bulk import.
Use this template to collect item names, project descriptions, priority levels, status updates, due dates, assignee information and timeline data all in one place. The form guides your team through the information you need while ensuring data is formatted correctly for Monday.com's import process.
Instead of sending around a generic spreadsheet and working through formatting inconsistencies, give your team a simple, structured form that clearly shows what information is needed. When they're finished, download the CSV and use it with Monday.com's bulk import workflow to populate your workspace with tasks, projects and team assignments.
If you need different fields, additional validation rules, custom statuses or want to collect data at a different scale, create your own Import Builder form and configure it for your specific Monday.com workspace requirements.
Need a CSV form of your own?
Create a custom Import Builder form with your own fields, validation rules and row limits tailored to your Monday.com setup.
Get started