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:
  • Downloads will only extract the items that are included in the current filtered view. To extract all items on a dashboard make sure no filters are applied.
  • On Project Workspaces and Teamspaces extracts will include items from all linked meetings and boards as well.




Field description


Column & TitleDescription
A. TypeThe type of action. This includes:
  • Action
  • Decision
  • Message
  • Handshake - any acknowledgments of ownership on red/amber project status, project impacts, etc.
  • ... or if the item is a board task column will contain the name of the board it belongs to.
B. ShortIdFluid's short ID for the item.
C. TitleThe item title.
D. DueDateThe date on which the item is due.
E. PriorityThe priority of the item – High, Medium or Low.
F. StatusThe status of the item. Possible values include:
  • Action: Request, Not Started, In Progress, Completed or Rejected
  • Decision: Request, Conditional, Approved or Rejected
  • Message: Request or Acknowledged
  • Handshake: Request, Approved or Rejected
  • Board task: status values will vary depending on the specified/customised columns of the board that the task comes from.
G. ThemeTheme 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. PointsRelevant 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. DescriptionThe description that has been included on the item in the description text box.
K. PercentComplete% complete of the item.
L. OwnerThe name of the person, meeting, project or board that the item belongs to.
M. OwnerIdThe Fluid unique ID of the person, meeting, project or board that the item belongs to.
N. OwnerRefThe Fluid reference for the person, meeting, project or board that the item belongs to.
O. AssignedToThe names of the item assignees.
P. AssignedToIDThe Fluid unique ID for assignees - their account username.
Q. CreatedThe date the item was created.
R. ModifiedThe date the item was last edited/modified.
S. ClosedDateThe date the item was closed/completed.
T. ResponseCommentAny comments that have been added to the item.
U. RAGStatusThe RAG status update of the item (if RAG reporting on items is turned on for the instance)
V. StatusUpdateThe 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. StatusUpdateDateThe date the status update was made.
X. ModifiedBy The person who last made updates/changes to the item.
Y. ModifiedIdThe system ID for the person who last made updates/changes to the item.
Z. ModifiedByRefThe Fluid unique ID for the person who last made updates/changes to the item - their account username.
AA. CreatedByThe person who created the item.
AB. CreatedByIdThe system ID for the person who created the item.
AC. CreatedByRefThe Fluid unique ID for the person who created the item - their account username.