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. From Templates, select a template from which to export tasks.
  4. Click Export Tasks.
  5. Click Save File, then click OK.
  6. Select a location in which to save the file, and click Save.