// Generate properly formatted Teamwork CSV files from Functional Requirements Documents. Converts FRD requirements into CSV backlog with task hierarchy, priorities, story points, and estimated hours. Automatically populates estimated time from story point conversion. Invoke when user asks to "export to CSV", "create Teamwork backlog", or needs project backlog file.
Generate properly formatted Teamwork CSV files from Functional Requirements Documents. Converts FRD requirements into CSV backlog with task hierarchy, priorities, story points, and estimated hours. Automatically populates estimated time from story point conversion. Invoke when user asks to "export to CSV", "create Teamwork backlog", or needs project backlog file.
CSV Exporter Skill
Philosophy
Transform planning into actionable work. FRDs identify requirements; this skill converts them into structured, importable task backlogs that teams can immediately start executing.
When to Use This Skill
This skill activates when:
User says "export to CSV", "create Teamwork backlog"
FRD is complete and ready for task creation
User asks "how do I get this into Teamwork?"
Project needs backlog CSV for sprint planning
Do NOT activate for:
Single task creation (use teamwork-task-creator instead)
Updating existing Teamwork tasks (escalate to teamwork-specialist)
Status checks or queries (use teamwork-integrator instead)
Core Responsibilities
1. Parse FRD Requirements
Extract structured data from FRD:
Requirements Sections:
Functional Requirements (FR-XXX)
Technical Requirements (TR-XXX)
User Interface Requirements (UI-XXX)
Data Requirements (DR-XXX)
Extract for each requirement:
Requirement ID and title
Priority level (MUST/SHOULD/NICE TO HAVE)
Story point estimate
User story format
Acceptance criteria
Technical details
Dependencies
2. Convert to CSV Structure
Transform requirements into Teamwork CSV format with 10 required columns (see Teamwork Format for complete specification):
Column
Purpose
Example
Tasklist
Phase grouping
"Phase 1: Setup"
Task
Task name with hierarchy
"[EPIC] Provider Directory [21 points]"
Description
Complete ticket template
Full markdown template
Assign to
Assignee email
"" (blank initially)
Start date
Planned start
"" (blank initially)
Due date
Target completion
"" (blank initially)
Priority
Task priority
"high", "medium", "low"
Estimated time
Hours estimate
"40" (from story points)
Tags
Categorization
"SP-21,Phase-1,MVP"
Status
Task status
"Active"
3. Establish Task Hierarchy
Create three-level hierarchy using prefix conventions (see Hierarchy Examples for complete patterns):
Level 1 - Epic (no prefix):
[EPIC] User Authentication System [13 points]
Level 2 - Story (single dash):
- [STORY] User Registration Flow [5 points]
Level 3 - Task (double dash):
-- [TASK] Create registration form component [3 points]
Level 4 - Sub-task (triple dash, if needed):
--- [TASK] Validate email format [1 point]
4. Map Priorities
Convert FRD priority levels to Teamwork priorities:
FRD Priority
Teamwork Priority
Use For
MUST HAVE
high
MVP features, critical path, blockers, foundation
SHOULD HAVE
medium
Core features, important but not MVP-blocking
NICE TO HAVE
low
Enhancements, polish, post-MVP features
Priority Guidelines:
High: Foundation setup, must-have for MVP, blocking dependencies
Medium: Important features, standard functionality, should-have items
CRITICAL FEATURE: Automatically populate the "Estimated time" column from story points using conversion table:
Story Points
Estimated Hours
Typical Work
1 point
2 hours
Simple changes, small fixes
2 points
4 hours
Small features, standard tasks
3 points
8 hours
Standard features (1 day)
5 points
16 hours
Complex features (2 days)
8 points
32 hours
Major features (4 days)
13 points
80 hours
Large epics (2 weeks)
21 points
120 hours
Very large epics (3 weeks)
34+ points
Split task
Must be decomposed
Format: Enter as integer hours: 2, 4, 8, 16, 32, 80, 120
Note: Teamwork also accepts formats like 01:30, 1h 15m, 2 hours, but integer hours is simplest.
6. Generate Task Descriptions
Use standardized ticket template for Description field:
## Description> As a [user type], I need to [action] so that [benefit]._Brief context about current vs. expected behavior._## Story Points**X points** - Justification for estimate
## Acceptance Criteria* Specific testable criteria
* e.g. Feature works as described
* e.g. No console errors
## Steps to Validate1. Explicit validation steps
1. Include URLs or specific test scenarios
## Technical Details
Implementation specifics, patterns to follow, architecture decisions.
## Deployment Notes_New dependencies, configuration changes, post-launch tasks._
For Epics, add:
## Working With this Epic- This Epic task will have a single integration branch/pull-request/multidev
- All internal QA will happen on Epic multidev
- Client UAT happens once entire epic is delivered and internally validated
- Epic branch merged to main once QA and UAT complete
7. Apply Consistent Tagging
Required tags for all tasks (comma-separated, no spaces):
Mandatory:
SP-X - Story points (e.g., SP-3, SP-8, SP-13)
Phase-X - Phase number (e.g., Phase-1, Phase-2)
Optional but recommended:
MVP - Must-have for minimum viable product
Frontend - Frontend development work
Backend - Backend development work
Design - Design work required
Content - Content creation/migration
Recipe - Drupal recipe development
Block - WordPress block development
Example:SP-8,Phase-1,MVP,Backend,Recipe
Workflow
1. Receive FRD document
└─ Parse Implementation Plan sections
└─ Extract all requirements with story points
2. Organize by phase and epic
└─ Group requirements by Implementation Plan phases
└─ Identify epics (13+ points or related features)
└─ Establish parent-child relationships
3. Build task hierarchy
└─ Create epic rows (no prefix)
└─ Create story rows (- prefix)
└─ Create task rows (-- prefix)
└─ Add sub-task rows if needed (--- prefix)
4. Populate CSV columns
└─ Tasklist: Phase name
└─ Task: Name with hierarchy prefix and [X points]
└─ Description: Complete ticket template
└─ Priority: Map from MUST/SHOULD/NICE
└─ Estimated time: Convert story points to hours
└─ Tags: SP-X, Phase-X, and feature tags
└─ Status: "Active" for all
5. Validate CSV structure
└─ Verify story points sum correctly
└─ Check epic points = sum of story points
└─ Ensure all required columns present
└─ Validate CSV formatting (UTF-8, proper quotes)
6. Export CSV file
└─ Name: backlog-[project-name].csv
└─ Provide import instructions
└─ Summarize task counts and story points
"Phase 1: Setup","[EPIC] Provider Directory [21 points]","## Description
> As a site visitor, I need to search healthcare providers so that I can find the right provider.
## Story Points
**21 points** - Large epic including multiple content types and complex views
## Acceptance Criteria
* Provider search works with filters
* Provider profiles display correctly","","","",high,120,"SP-21,Phase-1,MVP,Backend",Active
Validation Checklist
Before exporting CSV, verify:
Header row present with exact column names
All required columns populated (Tasklist, Task, Description, Priority, Estimated time, Tags, Status)
Hierarchy prefixes correct (-, --, ---)
Story points in task names match Description section
Estimated time populated from story points for ALL tasks
Epic story points = sum of child story points
Total story points match FRD total
All descriptions follow ticket template
User stories present in all descriptions
Tags include SP-X and Phase-X for all tasks
Priorities align with FRD (MUST→high, SHOULD→medium, NICE→low)
Status set to "Active" for all tasks
UTF-8 encoding
Proper CSV escaping for quotes and newlines
Output Format
After generating CSV, provide summary:
## CSV Export Complete**File:** backlog-project-name.csv
**Total Tasks:** 47 (8 epics + 23 stories + 16 tasks)
**Total Story Points:** 144 points
**Estimated Hours:** 672 hours (calculated from story points)
### Breakdown by Phase**Phase 1: Setup and Foundation**- Tasks: 12 (2 epics, 5 stories, 5 tasks)
- Story Points: 34 points
- Estimated Hours: 152 hours
**Phase 2: Core Features**- Tasks: 20 (4 epics, 10 stories, 6 tasks)
- Story Points: 68 points
- Estimated Hours: 320 hours
**Phase 3: Enhanced Features**- Tasks: 15 (2 epics, 8 stories, 5 tasks)
- Story Points: 42 points
- Estimated Hours: 200 hours
### Priority Distribution- High: 22 tasks (47%)
- Medium: 18 tasks (38%)
- Low: 7 tasks (15%)
### Import Instructions1. Go to your Teamwork project
2. Navigate to Settings → Import/Export
3. Select "Import Tasks from CSV"
4. Upload backlog-project-name.csv
5. Verify column mapping
6. Choose to create new tasklists or map to existing
7. Click Import
8. Review imported tasks for hierarchy and formatting
### Next Steps- Assign tasks to team members during sprint planning
- Set start/due dates based on sprint schedule
- Review and refine task estimates based on team velocity
- Create sprint milestones in Teamwork
Best Practices
DO:
✅ Populate estimated hours from story points for all tasks
✅ Group related requirements into logical epics
✅ Use consistent task naming with [TYPE] prefix
✅ Include complete context in descriptions
✅ Provide specific, testable acceptance criteria
✅ Sum story points accurately (epic = sum of stories)
✅ Apply consistent tagging strategy
✅ Validate CSV before export
DON'T:
❌ Leave estimated time column blank (defeats purpose of skill)
❌ Create flat task lists (use hierarchy)
❌ Skip user stories in descriptions
❌ Use inconsistent priority mapping
❌ Forget to include SP-X and Phase-X tags
❌ Create tasks without acceptance criteria
❌ Export without validating story point totals
References
Complete reference materials available in the templates directory:
Teamwork Format - Complete CSV column specifications and requirements
