Exporting Board Tasks to Excel

Modified on Fri, 25 Nov 2022 at 02:12 PM

Extracting your board tasks to Excel allows you to manipulate the information offline. 


In this article, we will explain the different ways you can export board tasks before detailing the different columns of the excel report.




Exporting tasks from the board page


  • Navigate to the board you want to extract the tasks from. 
  • Click on the Excel icon next to the search box to download the report.





Exporting tasks from the Backlog page


  • Board tasks can be extracted from the backlog page by using Export to Excel when you click on Tools



Once the option is selected, the dialog will display three options you can choose from to extract the board data.



  • Download Backlog Tasks
    • Select this option if you want to export all tasks that are in the backlog.


  • Download Sprint Tasks (if you are on a sprint board) / Download Kanban Board tasks (if you are on a Kanban board)
    • In the case of a sprint board, the export will return all tasks from all active and upcoming sprints. 
    • The export will include all tasks from open boards in the case of a Kanban board.


  • Download All Tasks 
    • Use this export if you want to export backlog tasks and all Sprint or Kanban tasks 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 Tasks button of the tile representing the board you are interested in and then select the Excel icon.





Exporting archived tasks from a Kanban board


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



  • Once the dialog opens, click on the Excel icon to export the tasks.




       

Field description



Column TitleDescription
A. BoardTitleThe name of the board.
B. BoardIdThe board unique Id.
C. AddToSprintThe sprint or Kanban board the task belongs to.
D. ActionIdThe task unique Id.
E. ShortIdThe task unique identifier within the board. This value is set by the system and cannot be updated.
F. TitleThe task title.
G. ThemeThe theme / epic assigned to the task.
H. PointsEstimation of the size of the work expressed in point values (Fibonacci numbers - 1 to 21).
I.  ImpactEstimation of the impact of the work (Fibonacci numbers - 1 to 21).
J. AssignedToThe full names of the assignee.
K. AssignedToIdThe assignee usernames.
L. ImpedimentThe value (yes/no) states whether the task has been set as an impediment for the sprint delivery.
M. TaskTypeThe task type.
N. RankThe task order within the board.
O. DueDateThe date that the task is due.
P. PriorityThe task priority - High, Medium or Low.
Q. StatusThe status of the item. Status values will vary depending on the specified/customised columns of the board.
R. RAGStatusN/A
S. StatusUpdateN/A
T. StatusUpdateDateN/A
U. DescriptionThe task description. This is the detailed explanation of the content that is related to the task.
V. CreatedThe date the task was created on.
W. CreatedByThe user who created the task.
X. CreatedByIdThe Fluid ID of the user who created the task.
Y. CreatedByRefThe username of the user who created the task.
Z. ModifiedThe date that the task was last updated.
AA. ModifiedByThe user who last updated the task.
AB. ModifiedByIdThe unique Id of the individual who last updated/made changes to the task.
AC. ModifiedByRefThe username of the user who last updated the task.
AD. ClosedDateThe date the task was closed/completed.

 





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