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Export workspace items to a spreadsheet

Use this dialog to export selected workspace items from a project into an XLSX spreadsheet, with optional filters for type, status, priority, assignee and dates.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the export workspace dialog​

From your workspace, select the option to export items (for example, an "Export" button or menu action). The Export workspace dialog opens, showing the project name and a summary of how many items can be exported.

Open the export workspace dialog

Step 2: Choose item types to export​

Use the Type selector to choose one or more item types to include in the export (for example, Task, Deadline, Milestone, Meeting or any custom lifecycle types configured for your project). You must select at least one type before you can start the export.

Choose item types to export

Step 3: Review export limits and item summary​

At the top of the dialog, review the total number of items available for export based on your selected types, and any limits (such as the maximum number of items that can be exported at once). Use this information to decide whether you need to narrow down the export with additional filters.

Review export limits and item summary

Step 4: Filter items by status​

Open the Status filter dropdown and tick the statuses you want to include (for example, "In progress", "Blocked", "Done"), using the search box if available to quickly find a status. Close the dropdown to apply the filter and update the export count.

Filter items by status

Step 5: Filter items by priority​

Open the Priority filter dropdown and select one or more priorities (High, Medium, Low). The coloured labels in the dropdown help you quickly identify priority levels. Close the dropdown to apply the priority filter.

Filter items by priority

Step 6: Filter items by assignee​

Open the Assignee filter dropdown, search for team members by name if needed, and tick the users whose items you want included. This limits the export to items assigned to the selected people.

Filter items by assignee

Step 7: Apply date filters (if available)​

If date filters are shown, use the date picker controls (for example, "Created date" or "Due date") to set the date range for items you want to export. Confirm your selections so the export will only include items within that range.

Apply date filters (if available)

Step 8: Confirm filtered item count​

Check the updated summary in the dialog to see how many items match your selected types and filters and will be exported. Adjust your selections if the number is too high, exceeds the maximum export limit, or is too low.

Confirm filtered item count

Step 9: Start the export​

Click the Export button to begin generating the XLSX file. The system prepares the export in the background; you may see a loading state or confirmation while the file is being created.

Start the export

Step 10: Download the exported XLSX file​

Once the export completes, use the Download control presented in the dialog to save the XLSX file to your computer. Open the file in your preferred spreadsheet application to review or share the exported workspace data.

Download the exported XLSX file

Last updated: 2026-09-03