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