To use the contents of artifacts from a tracker or a planning folder in other applications, export them to a .csv, .xml, .xlsx or tab-delimited file.

Sometimes, it can be useful to look at the status of a project by sharing a spreadsheet using Microsoft Excel or Google Spreadsheets.

  1. Click Trackers from the Project Home menu.
  2. Click a tracker or planning folder. In a tracker:
    • You can export a subset of the artifacts in the list view by setting up a filter. See Tracker List Artifacts View.
    • You can select specific artifacts and export only those checked items. The current sort order in the list view is retained in the exported list of artifacts as well.
  3. Click Export.
  4. In the Export Data window, select an export format that you can import into the other application. For example, to use the data in a spreadsheet program, select .csv.
  5. Move the fields you are interested in from the AVAILABLE COLUMNS list to the SELECTED COLUMNS list, then click Export.
  6. Artifacts are exported and the file is downloaded automatically.