You can export some or all of the tasks in a project to a file, and import tasks into a project from a file.
Export
Select Export from the project folder's context menu.
Choose the Format you want:
- Use JSON to export the tasks in an internal format. If you want to import tasks somewhere else, use this because it will export everything that you need.
- Use CSV or Excel to export the tasks in a format that you can read in a spreadsheet. This can be useful for building a report of your tasks. You can import tasks from CSV or spreadsheet, which can be useful for initial task setup, but not all options are available because they cannot be represented in a tabular format.
Choose whether to Export definitions:
- Export task definitions and current state if you want to report what's going on. You can also import from a file that has current state, though the state will not be imported.
- Export only task definition if you are exporting tasks to be imported elsewhere.
Use Export to start the export. The export file will be downloaded automatically. Use Cancel to leave the export.
See Task export/import in the development guide for a full specification of what is exported and imported. You can use this to build reports from exported tasks or to generate files for new tasks.
Import
You can import a previously-exported file by selecting the Task wizard option from the folder's context menu, and selecting the Advanced options to upload the file. See New task for details.
The import will only import the definition of the task. If you export tasks that are in progress, complete or cancelled, the imported tasks will have a status of prepare.
Files are exported as objects that link to the files used in the tasks. These files are deleted when they are no longer referenced. Once you import the tasks, the files are referenced again and are safe from deletion. However, if you delete the tasks you exported before importing them, the files may have already been deleted and will not be imported.