The Edit menu is the home of several features that facilitate collaboration with all project players, even those who aren't members of your workspace. On the Projects tab, click on the pencil icon to access the edit menu:
Opens the plan item's edit panel.
Share Links & Email
There are two options within this menu selection:
Link: This displays a direct link to the selected plan item. It's a handy way to cross-reference tasks...
Plan collaboration content - comments, checklist items, notes, documents, links - can be exported into a zip file.
This export will capture the content for all of the items within the specific plan item that you have selected in the project plan when you initiate the export. The export is also filter-aware. If you're exporting for archiving purposes, don't forget to include done items.
To export, go to the Projects tab > click on the Edi...
To download a CSV export of all workspace members, go to the People tab Member List and click Download Member List. The CSV file will contain the information from all of the columns on the People tab, as well as member email addresses. Manager level access or above is required to export the member list.
Exporting Projects and Tasks
Exporting Collaboration Content
Inviting People Into Your Workspace...
Exporting timesheet data puts all of the time entries within the parameters you set into a CSV, XML or Quickbooks-compatible file. This is useful for accounting and reporting purposes.
Running the Export
Workspace administrators and managers can export timesheet data as follows:
Go to the Timesheets tab > Export Timesheets
Use the filter tools (see filtering section below) at the top to identify the timesheet entries you want to...
You can run a simple export of your plan items to a CSV file with the Export Tasks to File function.
Using Export Tasks to File
This export is filter-aware. It will capture the specific plan items that are exposed in the project plan when you initiate the export. If you want to export only a subset of your project data, apply the appropriate filters first, then expand the filtered selections so all items you want exported are visible in t...