To use the contents of artifacts from a tracker or a planning folder in other
applications, export them to a .csv, .xml, 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?
-
In the Export Data confirmation window, click the
link to save the file where you want it.