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:
- On the Home page, click Application, and then click Task Manager.
- Click the Templates tab on the left.
- Click the Tasks tab.
- 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.
- Click Close to close the Export Tasks dialog box.