Exporting Board Tasks to Excel

Extracting your board tasks to Excel enables offline data review. This article will outline various methods for exporting board tasks to Excel from different pages and will explain the columns included in the Excel report. 

You can use the Export to Excel feature from the following pages: 

• The Board 
• The Backlog Page 
• The Board Workspace

Exporting Tasks from the Board Page

Board tasks can be exported directly from the board page with the following steps:

• Navigate to the board you want to extract the tasks from. 
• Click on Tools (top right corner of the page) and select the Export to Excel option to download the report.
  
  
  
  

• This will open the export dialog where you can choose which tasks you want to download. The dialog offers two options:
  • Current Board Tasks: 
    • This option exports only the tasks from the board currently selected.
      
      
  • All Tasks
    • This option exports all tasks from both active boards and the backlog.

Exporting Tasks from the Backlog Page

Board tasks can be exported from the backlog page by using the Export to Excel option from the left hand navigation panel.

Once the option is selected, the dialog will present three choices for extracting board data: 

• Backlog Tasks Only: 
  • Choose this option if you want to export all tasks currently in the backlog.
    
    
• Active Board Tasks: 
  • For a sprint board, this will export all tasks across all active boards and upcoming sprints that have not started. 
  • For a Kanban board, it includes tasks from all active boards.
    
    
• All Tasks: 
  • Select this to export both backlog tasks and all tasks from the boards together.

Alternatively, if you only need to export tasks for one single sprint or one single Kanban board, do the following:

• Simply click on the additional board settings option (3 dot option) on the board tile.
  
   

• Once the list of settings appear, select the Export to Excel option.
  
  

Exporting Tasks from the Board Workspace Page

Tasks from the board workspace can be exported by selecting the Export to Excel option found in the left-hand navigation panel under Tools. 

You will then be presented with three task options for download, identical to those available from the backlog page as previously described.

Exporting Archived Tasks from a Kanban board

• To export archived board tasks, navigate to the board page and click on Archive History button.

• Click on the Excel icon to export the tasks.

Field description

The Board Task export file is composed of the following columns, each containing specific data types and values: