Updated on 2024-05-21 GMT+08:00

Importing and Exporting Tasks

Tasks can be imported and exported.

  • Import tasks: Use a template to import tasks in batches.
  • Export tasks: Export tasks in batches to an Excel file.

Prerequisites

  • A project has been created.
  • A task has been created.

Importing Tasks

  1. In the task list, click on the right of the search bar and select Import.
  2. In the displayed dialog box, click Download Template.

    The import template file is displayed in the upper right corner of the page. Save the file to the local PC and fill in data. The template file should be named in the following format: Project Name + "-" + Module Name (for example, Task) + Template.

  3. Fill in the fields on the Task - List sheet.

    For details about how to set parameters, see the Import Rules sheet in the template file.

  4. Drag or click to select a file to be imported.
  5. Click Import. The import progress dialog box is displayed.

    • Imported task information can be viewed in the list on the task homepage.
    • If the import fails, a message is displayed in the upper right corner of the page. Click View Failure Details in the message to view the failure details. You can modify the requirement information based on the details and import the template again.

Exporting Tasks

  1. Export some or all tasks.

    • Export all tasks: Click on the right of the search bar and choose Export All. The Select Fields to Export dialog box is displayed.
    • Export some tasks: In the task list, select one or more tasks to be exported and click Export at the bottom of the page. The Select Fields to Export dialog box is displayed.

  2. Select the fields to be exported.
  3. Click Export. The export progress dialog box is displayed.

    After the tasks are exported, the task file will be automatically downloaded to the local PC. The file format is .xlsx.