Export a Project Sheet

Updated 

Project Management provides export functionality for easy sharing of project details outside Project Management. You can export a task view in ‘xlsx’ format containing all the information in your task sheet. 

Steps to take an export

  1. Click on the three dots just below "Add Task" button on top right of your project screen. 

  2. Click on export. You will immediately be notified that your export request is received, and export is being processed. After a few seconds your will receive a notification (on platform, Inbox and email) that your export is ready.

  3. Click on download and you have your exported excel sheet.

Please take a note of the following while taking an export:

  • Filters are retained in the export. So, your excel sheet will only contain filtered information

  • Sorting is retained in export.

  • Colour by conditions, colour by field, colour selected cells are retained in export. 

  • If your project has multiple task sheets, your export will be done only for the sheet from which you're executing export from. 

  • Hidden fields are not exported.