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Excel Export

PRO

Export board data to spreadsheets

What is Excel Export?

Excel Export lets you download your board data as an Excel spreadsheet. Use it for reporting, sharing with stakeholders who don't use TaskBoard365, data analysis, or backup purposes.

Exporting a Board

  1. Open your board - Navigate to the board you want to export.
  2. Click the menu (⋮) - In the board header or toolbar.
  3. Select "Export to Excel" - Or look for the spreadsheet icon.
  4. Choose export options - Select what data to include.
  5. Click "Export" - The file downloads immediately.
  6. Open in Excel - Or any spreadsheet application (Google Sheets, etc.).

What's Included

The export includes comprehensive board data:

  • Card titles and descriptions
  • Column/list assignments
  • Labels applied to cards
  • Assignees
  • Due dates and start dates
  • Priority levels
  • Time tracking data (estimates and actual time)
  • Checklist progress
  • Created and updated timestamps

Common Use Cases

  • Status reports - Share project status with stakeholders.
  • Time tracking reports - For billing or resource analysis.
  • Data backup - Keep offline copies of your boards.
  • Custom analysis - Use Excel formulas and charts.
  • Team reviews - Analyze workload distribution.
  • Client deliverables - Provide data in familiar format.

💡 Pro Tips

  • Export at the end of each week/sprint for historical records
  • Use Excel's pivot tables to analyze card data by column, label, or assignee
  • Create charts from time tracking data for presentations
  • Filter before exporting to get only the data you need
  • Combine with AI Weekly Reports for comprehensive updates