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Exporting tasks & topics as Excel


Export tasks & topics

The complete list of all tasks and topics of a project can be exported and further processed in Excel. This allows individual evaluations to be created based on the current data. The task list is continuously synchronized, which prevents different or outdated versions from being in circulation. The export option is available for the tasks in the project. All tasks, information, decisions and topics to which the user Visual right has access are always exported. The list can then be filtered and analyzed in Excel.


The Excel export is not available on macOS.



A ".iqy" file is downloaded during export. This establishes a direct connection to the tasks & topics in buildagil.



When the file is opened, it automatically opens in Excel. All tasks, information, decisions and topics are now displayed here with their live status. If a change is made in buildagil, this is updated in the Excel file.



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Troubleshooting


If the following troubleshooting does not lead to success, you are welcome to contact support.


It may happen that the error message "An unexpected error has occurred. Changes to your data cannot be saved." appears when opening the ".iqy" file, causing the export of the document list to fail:



If this error occurs, you should check which Microsoft account was used to log in to Excel. Error-free synchronization can only take place if the Microsoft account of the user in buildagil matches that of the Excel application. Synchronization is prevented if the accounts are different.


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Updated on: 10/10/2025