Export in Zoho Sprints

Export

You will be able to carry out the following actions based on your profile permissions. Click the  Permission Helper  at the bottom of the page to know your profile permissions.


Export data to back up specific work items from your project and store them for future reference. 


Benefits of exporting work items


  • Prevents data loss.
  • Download the file and import to a different sprint or project.
  • Set regular export intervals so you can download up-to-date records for daily stand-up meetings.
Export work items from either your backlog or sprint. Do you want to know how export benefits? Learn more .

Export the file as either an XLS or CSV file.

Types of filters

Export work items using different filter types:
  • Assignee
  • Created By
  • Estimation Points
  • Priority
  • Item Type
  • Created On
  • Modified On
  • Sprint (If you want to export work items from your sprint)

How to export?

  1. Click Backlog   on   the left panel.
  2. Select in the upper-right corner.
  3. Select Export .
  4. Choose the File Format , Group By , Recurrence Type , and Occurrences .
  5. Click or to scroll left and right to select the required fields.
  6. Select Export .

Note
  • You can select up to 10 filter fields in the export pop-up.
  • Only the Admin can export all the work items regardless of the sprints.
  • Sprint owner and members can export only the work items in the sprint assigned to them.

Export applied filters

You can export the work items from the filter as well.
  1. Select from the upper-right corner.
  2. Choose the required fields and click Export in the upper-right corner to export the applied filter.
Or
  1. Choose the required filter fields.
  2. Select Apply Filter .
  3. Click  in the upper-right corner.
  4. Select Export and view the applied filter fields in your export pop-up. (Select additional fields, if required).
  5. Click Export .
Email notification

Once you click export, your export will be scheduled and you will be notified via email.You have 15 days to download the exported file from the email.
If you have set a recurrence frequency for the export, you can stop future exports from the email.

Export History

Use export history to keep track of all the completed and active exports in your project.
  1. Click Backlog   from the left panel.
  2. Select in the upper-right corner.
  3. Select Export History .

You can also access the Export History in the upper-right corner of your export pop-up.

  • Completed Export lists the  Date Time File   Name of your export. View the export details and, if applicable, the recurrence details of the file.
  • Active Scheduler lists all the files that are active and scheduled for export. To download the file, click on it or select the download icon in the upper-right corner.
Zoho Sprints will not allow any harmful information or data into your exported files. As a precaution to get rid of unwanted security threats, you can take a look at the warning from the MS Excel. 



Did you know?

You can generate a report for the required fields using the Copy and Paste functionality. Read more

Note: If the subitems are collapsed, you cannot copy and paste the subitems details. 

You can also track this export info in the Activity Stream on the Feed.

 

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com


                            




                            

                        Zoho Marketing Automation

                          Zoho Sheet Resources

                           




                              Zoho Forms Resources


                                Secure your business
                                communication with Zoho Mail


                                Mail on the move with
                                Zoho Mail mobile application

                                  Stay on top of your schedule
                                  at all times


                                  Carry your calendar with you
                                  Anytime, anywhere




                                        Zoho Sign Resources

                                          Sign, Paperless!

                                          Sign and send business documents on the go!

                                          Get Started Now


                                              Zoho SalesIQ Resources



                                                  Zoho TeamInbox Resources



                                                          Zoho DataPrep Resources



                                                            Zoho DataPrep Demo

                                                            Get a personalized demo or POC

                                                            REGISTER NOW


                                                              Design. Discuss. Deliver.

                                                              Create visually engaging stories with Zoho Show.

                                                              Get Started Now











                                                                                    • Related Articles

                                                                                    • Manage work items

                                                                                      Once your story has been defined, its time to create the work items that form the building blocks of your project.  You will be able to carry out the following actions based on your profile permissions. Click the  Permission Helper  at the bottom of ...
                                                                                    • Work item checklist

                                                                                      You will be able to carry out the following actions based on your profile permissions. Click the Permission Helper at the bottom of the page to know your profile permissions. Preparing a to-do list for your work items will help you to complete the ...
                                                                                    • Work item linking

                                                                                      Link work items with similar sets of goals using the default or custom link types. Linking work items in Zoho Sprints comes in six default formats. You can use these link types or create new link types based on your business goals.   Plans: Premier ...
                                                                                    • Work item reminders

                                                                                      You will be able to carry out the following actions based on your profile permissions. Click the Permission Helper at the bottom of the page to know your profile permissions. Are you finding it difficult to manage a whole lot of work items? Set ...
                                                                                    • Add or associate work items to epic

                                                                                      Once, you have now successfully created your epic in Zoho Sprints, you can either add or associate an existing work item to your epic.  Add new work items - I ntroduce new work items from your epic. Associate existing work items - A ssociate existing ...
                                                                                    Wherever you are is as good as
                                                                                    your workplace

                                                                                      Resources

                                                                                      Videos

                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                      eBooks

                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                      Webinars

                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                      CRM Tips

                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                        Zoho Show Resources