Export a CWM Board to CSV or Microsoft Excel

Export the list view of Collaborative Work Management (CWM) Boards to CSV or Microsoft Excel so that you can use the data to obtain insights, share with stakeholders, and prepare for analysis or presentations.

Avant de commencer

Create a Board in CWM

Role required: sn_cwm.cwm_user

Procédure

1. Navigate to Workspaces > Collaborative Work Management.
2. From a Space, select the Board that you want to export.
3. From the Board header, select the More options icon (), and then select Export.

   

4. In the Export dialog, select the Board view that you want to export and the file type.

   Option	Description
   Current board view	Current board view: Exports only the currently displayed columns in the Board, including any column sorting or filters. From the File type drop-down list, select CSV or Excel.
   Complete board view	Complete board view: Exports all the columns in the Board, including the columns that aren't displayed. From the File type drop-down list, select CSV or Excel.

5. Select Export.
   

   Remarque :

   The exported file doesn't retain the hierarchy of the tasks from the Board and all links, including URLs, references to records and assigned users, are converted to plain text.

Résultats

The file is downloaded and saved in your local system.