Invite Team Members via CSV Import

This feature is only available for Pro and Business team admins

Administrators of large teams can instantly invite multiple team members at once by importing a properly formatted CSV file to MeisterTask.

Simply download a CSV template, enter your colleagues' details and upload your file to the My Team section of Accounts. Read on to learn more.

 


 

How to Add Multiple Team Members at Once:

 

 


 

Step 1: Prepare a CSV File

 

  1. Download the sample file.
  2. Open and edit the sample file to include the email, first name, last name and password of the users you'd like to invite. 
  3. Save and close the file.

 


 

Step 2: Upload Your CSV File to the My Team Page

 

  1. Click on your user avatar in the top-right corner of the MeisterTask interface. 
  2. Open Account from the drop-down menu.
  3. Click My Team on the left sidebar. 
  4. Click Import. 
  5. Select the file you prepared and click Import.

    importCSVnew_2x.png

 

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Learn more about managing a MeisterTask Team: