To use the contents of artifacts from a tracker or a planning folder in other
applications, export them to a .csv, .xml,
.xlsx
or tab-delimited file.
For example, sometimes it can be useful to look at the status of a project by
sharing a spreadsheet using Microsoft Excel or Google Spreadsheets.
Tip: You can also export tracker artifacts from a tracker report or a
set of search results.
-
Click TRACKERS from the Project
Home menu.
-
Click a tracker or planning folder.
In a tracker,
- you can export a subset of the artifacts in the list view by
setting up a filter. See View the right tracker artifacts.
- You can select specific artifacts and export only those
checked items.
The
current sort order in the list view is retained in the exported list
of artifacts as well.
-
Click Export.
-
In the Export Data window, select an export format
that you can import into the other application.
For example, to use the data in a spreadsheet program, select
.csv.
-
Move the fields you are interested in from the
AVAILABLE
COLUMNS
list to the
SELECTED
COLUMNS
list, then click
Export.
Note: When you export tracker artifacts directly from a tracker, you
can choose from all the fields in the tracker. When you export
from a planning folder, only the standard fields provided by
TeamForge can be
exported.
For more detail on what you can do with different
kinds of fields, see What fields can I use in a tracker?
-
Artifacts
are exported and the file is downloaded
automatically.
Tip: Starting from TeamForge 16.10, while exporting
tracker artifacts, artifacts are exported to one of the file
formats such as Excel, CSV, Tab-delimited or XML (as selected by
the user) and the file is downloaded automatically. To improve
performance, the file download link, which you would have used
in the past, is no longer available.