Actions & Decisions: Export to Excel

Modified on Tue, 29 Sep 2020 at 11:02 PM

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 & Title	Description
A. Type	The 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. 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: 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. 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.