Export action dashboard items Excel from your meetings, projects, teamspaces or 'My Items' dashboard to interrogate and manipulate action, decision and task information off-line.
The export is available from:
Except for My Items page, you can find the Export to Excel functionality in the left hand navigation bar. On My Items page, you will find in the the Tools menu (top right corner).
If extracting from My Items the export will start immediately....
For Meeting Dashboards, Project Workspaces and Workhubs you will be presented with a drop-down list of various extract options.
Select the extract called Dashboard Actions.
NOTE:
|
Field description
Column & Title | Description |
A. Type | The type of action. This includes:
|
B. ShortId | Fluid's short ID for the item. |
C. Title | The item title. |
D. DueDate | The date on which the item is due. |
E. Priority | The priority of the item – High, Medium or Low. |
F. Status | The status of the item. Possible values include:
|
G. Theme | Theme if the item. |
H. Impact | Relevant for Board Tasks. Impact is the amount of business value stakeholders attribute to the task getting done. The higher the score, the more valuable to the business. All other items default to a value of '1'. |
I. Points | Relevant for Board Tasks. Points is the complexity, or amount of effort, the delivery team feels is associated with the task. The higher the score, the more complex the task. All other items do not have points associated with them |
J. Description | The description that has been included on the item in the description text box. |
K. PercentComplete | % complete of the item. |
L. Owner | The name of the person, meeting, project or board that the item belongs to. |
M. OwnerId | The Fluid unique ID of the person, meeting, project or board that the item belongs to. |
N. OwnerRef | The Fluid reference for the person, meeting, project or board that the item belongs to. |
O. AssignedTo | The names of the item assignees. |
P. AssignedToID | The Fluid unique ID for assignees - their account username. |
Q. Created | The date the item was created. |
R. Modified | The date the item was last edited/modified. |
S. ClosedDate | The date the item was closed/completed. |
T. ResponseComment | Any comments that have been added to the item. |
U. RAGStatus | The RAG status update of the item (if RAG reporting on items is turned on for the instance) |
V. StatusUpdate | The latest formal status update on the item - can be added by using the natural language command/Status when adding a comment to an item in chat. |
W. StatusUpdateDate | The date the status update was made. |
X. ModifiedBy | The person who last made updates/changes to the item. |
Y. ModifiedId | The system ID for the person who last made updates/changes to the item. |
Z. ModifiedByRef | The Fluid unique ID for the person who last made updates/changes to the item - their account username. |
AA. CreatedBy | The person who created the item. |
AB. CreatedById | The system ID for the person who created the item. |
AC. CreatedByRef | The Fluid unique ID for the person who created the item - their account username. |
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