Task lists can be exported in open CSV format or Excel format for further processing in Excel. Importing tasks is possible in CSV format.
Exporting Tasks - all columns/fields
- Open the project from which you want to export the tasks
- Open the three-dot menu
-
Now select
Export Tasks as CSV
orExport Tasks as Excel
Subsequently, all tasks of the project with all columns are exported and downloaded in CSV format or Excel format.
Further Use of the CSV File
The downloaded CSV file cannot be easily opened in Excel. It should be loaded into Excel via a CSV import, as described below:
- Open Excel (not the file)
- Select the
Data
tab - Under Get & Transform Data, choose
From Text/CSV
- In the Import Data window, select the downloaded CSV file and confirm with
Open
- In the next window, under File Origin, select the format
65001: Unicode (UTF-8)
- Confirm loading the file with the
Load
button
Exporting Tasks - only visible columns/fields
- Open the project from which you want to export the tasks
- Navigate to the download button
- Choose one of the options:
In this case, only the exact column selection that is displayed in the current view is exported.
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