Extract Action Cards
To extract Action Cards from a project:
Change the project tab to Table View
Click on 'More'
Click on 'Export'
Choose the format (Excel or CSV)
Click on 'Export'
To extract Action Cards from multiple projects
Create a new Summary View in the Table View layout
Choose the projects you want to view/export
Click 'Create summary view'
Click on 'More'
Click on 'Export'
Choose the format (Excel or CSV)
Click on 'Export'
How to Extract Projects
To extract project information:
Click on 'Apps'
Search for Portfolio View and open the app
Create a new Portfolio View or edit an existing view
Choose which projects you want to export
Choose which columns you want to export
Click 'Menu'
Click 'Export'
Choose the format (PDF or CSV)
Click on 'Export'
How to Extract Timesheet
To extract Timesheets:
Click on 'Apps'
Search for Timesheet and open the app
Click on the clipboard icon at the top right corner
Click 'Reporting'
Choose the correct date range
Using the filter, choose the correct filter
Click on the download icon at the top right corner
How to Extract Time Tracking
To extract Time Tracking Hours:
Click on 'Apps'
Search for Time-Tracking and open the app
Click on the 'Time-Tracking' section
Choose the correct date range
Click on the download icon at the top right corner
How to Extract User Info
To extract users in your workspace, if you are a Workspace Admin only, you may perform the following export:
This option is only available for workspace admins!
Click on your profile icon at the top right corner
Click 'Manage User'
Click on the download icon at the top right corner
