Exporting Board Tasks to Excel

Modified on Fri, 12 Apr 2024 at 02:34 PM

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:



Column TitleDescription
BoardTitleThe name of the board.
BoardIdThe board unique Id.
BoardThe sprint or Kanban board the task belongs to.
ActionIdThe task unique Id.
ShortIdThe task unique identifier within the board. This value is set by the system and cannot be updated.
TitleThe task title.
Theme/EpicThe theme / epic assigned to the task.
PointsEstimation of the size of the work expressed in point values (Fibonacci numbers - 1 to 21).
ImpactEstimation of the impact of the work (Fibonacci numbers - 1 to 21).
AssignedToThe full names of the assignee.
AssignedToIdThe assignee usernames.
ImpedimentThe value (yes/no) states whether the task has been set as an impediment for the sprint delivery.
TaskTypeThe task type.
RankThe task order within the board.
DueDateThe date that the task is due.
PriorityThe task priority - High, Medium or Low.
StatusThe status of the item. Status values will vary depending on the specified/customised columns of the board.
RAGStatusN/A
StatusUpdateN/A
StatusUpdateDateN/A
DescriptionThe task description. This is the detailed explanation of the content that is related to the task.
CreatedThe date the task was created on.
CreatedByThe user who created the task.
CreatedByIdThe Fluid ID of the user who created the task.
CreatedByRefThe username of the user who created the task.
ModifiedThe date that the task was last updated.
ModifiedByThe user who last updated the task.
ModifiedByIdThe unique Id of the individual who last updated/made changes to the task.
ModifiedByRefThe username of the user who last updated the task.
ClosedDateThe date the task was closed/completed.
AE OnwardsBoard custom properties. 

 





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