Exporting Task Types

You can export Task Types to a comma-separated values (CSV) file, which can be read by Excel, then modified and reimported.

Note:

Task Type rules can't be exported. Use Migration to export Task Type rules.

To export Task Types:

1. On the Home page, click Application, and then click Task Manager.
2. Click the Task Types tab on the left.
3. Select one or more task types, click Actions, and then select Export.
4. In the Export Task Types dialog, select from the following export options:

   • For Rows, select All Task Types or Selected Task Types.

   • For Format, select Formatted data or Unformatted data for future import.

5. Click Export. The file is downloaded in Excel or CSV format depending on the selection: Formatted data or Unformatted data for future import.
6. Click Close to close the Export Task Types dialog.