Importing and exporting tasks
Tasks can be transferred between Jive projects and other tasks management tools. Jive uses comma separated values (CSV) files to import or export task data in bulk.
Importing tasks
Tasks can be imported into Jive projects from CSV files with commas used as separators. You can map the columns in a CSV file to the Jive task fields after the file is uploaded to Jive.
A template of a CSV file can be found here.
To import tasks into a Jive project:
The imported tasks are linked to the project.
Exporting tasks
Tasks can be exported from Jive projects into CSV files with commas used as separators.
To export tasks from a Jive project to a CVS file:
- Go to your project in Jive and click Import/Export Tasks in the Actions list.
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On the Import/Export Tasks page, under Export
tasks to a CSV file, specify exporting options:
- Select which tasks should be exported: All or Incomplete tasks only.
- Select if Username or First/last name should be used.
- Select if the CSV file should be encoded for Microsoft Excel.
- To export only some of the filtered issues, click Choose Tasks, clear the check boxes for the tasks you don't want to export, and then click Export Selected Tasks.
- To export all filtered issues, click Export.
The CSV file with the exported tasks is downloaded to your computer.