Exporting Task Types

You can export Task Types to a comma-separated values (CSV) file, which can be read by Excel, then modify and reimport the file into Financial Close Management.

  To export Task Types:

  1. From Manage Task Types, select a Task Type, then Actions, then Export, or click the Export icon.

  2. Click Save File, then click OK.

  3. Select a location in which to save the file, and click Save.