Exporting Tasks to Microsoft Excel

You can export tasks from a template to a flat file in CSV format, then use Microsoft Excel to modify the file. For example, you can export the tasks from a template in a test installation and import them to a template in a production installation. When you export tasks from a template, they are saved to a CSV file.

  To export tasks:

  1. From Manage Templates, select a template from which to export tasks.

  2. Click Export Tasks.

  3. Click Save File, then click OK.

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