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:
- On the Home page, click Application, and then click Task Manager.
- Click the Task Types tab on the left.
- Select one or more task types, click Actions, and then select Export.
-
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.
-
- Click Export. The file is downloaded in Excel or CSV format depending on the selection: Formatted data or Unformatted data for future import.
- Click Close to close the Export Task Types dialog.