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?
-
Click Backlog on the left panel.
-
Select
in the upper-right corner.
-
Select Export .
-
Choose the File Format , Group By , Recurrence Type , and Occurrences .
-
Click
or
to scroll left and right to select the required fields.
-
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.
-
Select
from the upper-right corner.
-
Choose the required fields and click Export in the upper-right corner to export the applied filter.
Or
-
Choose the required filter fields.
-
Select Apply Filter .
-
Click
-
Select Export and view the applied filter fields in your export pop-up. (Select additional fields, if required).
-
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.
-
Click Backlog from the left panel.
-
Select
-
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
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 the ...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 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 ...Work item linking
Linking work items helps you create an association between similar, identical, or inter-dependant work items. This allows you to track and manage those work items that are related to each other and be aware of how the progress of those work items ...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 ...
New to Zoho LandingPage?
Zoho LandingPage Resources