1. Administering Planning
  2. Administering Tasks with Task Manager
  3. Managing Task Templates
  4. Exporting Tasks to Microsoft Excel

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. On the Home page, click Application, and then click Task Manager.
  2. Click the Templates tab on the left.
  3. Click the Tasks tab.
  4. Select one or more tasks and from the Actions menu, click Export. The file is downloaded in Excel or CSV format depending on the selection: Formatted data (visible columns only) or Unformatted data for future import.
  5. Click Close to close the Export Tasks dialog box.