Export tasks & topics as Excel
The following article describes how tasks, topics, information and decisions can be exported / synchronized into an automatically updating Excel list, which can then be used for further processing.
Go to Tasks & topics in the project. You can then use filters to set which tasks and topics are to be exported. Only the visible tasks are transferred to the list after filtering. Once the filters have been set, click on the Export icon.
A "query.iqy" file will now be downloaded automatically. This file establishes a direct connection to the tasks / topics in buildagil.
When the file is opened, Excel opens automatically. Click on Activate in the security message so that the connection between the Excel file and buildagil can be established.
In Excel, all tasks / topics are now displayed with the live status, if something is changed in a task in buildagil, this is updated in the Excel file.
You can use this role to make your own evaluations. You always work with the latest data, as there is a constant connection with buildagil.
Export tasks & topics
Go to Tasks & topics in the project. You can then use filters to set which tasks and topics are to be exported. Only the visible tasks are transferred to the list after filtering. Once the filters have been set, click on the Export icon.
A "query.iqy" file will now be downloaded automatically. This file establishes a direct connection to the tasks / topics in buildagil.
When the file is opened, Excel opens automatically. Click on Activate in the security message so that the connection between the Excel file and buildagil can be established.
In Excel, all tasks / topics are now displayed with the live status, if something is changed in a task in buildagil, this is updated in the Excel file.
You can use this role to make your own evaluations. You always work with the latest data, as there is a constant connection with buildagil.
Updated on: 15/11/2024