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Exporting data from your Kerika Board
Exporting data from a Task Board is easy
One click is all it takes
Exporting data from a Task Board is easy and available to all Board Admins, Team Members and Visitors.
To use this feature, just click on the Board Settings button that's shown at the top-right corner of a Kerika Board.
At the bottom of the Summary tab in Board Settings, you will find the Export option.
Two formats for exporting
You have the choice of exporting your cards in CSV or HTML format:
- Excel format is useful if you want to do analysis or apply filters, since Excel does that sort of thing really well.
- HTML format is useful when you want to print the cards, or import it into a program like Word – perhaps because you want to take material from your Kerika board and include it in a report you are writing.
At the time that you do the export, you can chose which format you like: the information provided in both formats is the same, it's just the layout that's different.
What you get with an export
For each task that's being displayed on your board, you can get the following data:
- Column Name: e.g. Backlog, In Progress, Done, etc.
- Task Name: e.g. "Create PR news release".
- Details: e.g. "We need to create a PR news release once our latest version is ready..." (Rich text will be converted to plain text, since CSV files can only deal with plain text.)
- Status: e.g. Needs Review, Needs Rework, etc. (If the task doesn't have a special status, "Normal" will be shown.)
- Due Date: the date the task is due, if a date has been set. (If the card doesn't have a Due Date, "Not Scheduled" will appear.)
- Assigned To: a list of names of the people the card is currently assigned to. (If the card isn't assigned to anyone, "Not Assigned" will appear.)
- Attachments: a list of URLs pointing to the files and Web content attached to the task. The files themselves aren't exported: instead, you get the location of the file, so you can decide which ones you want to print out.
- Chat: the complete conversation that took place on the task.
If you export the data using Excel format, the Attachments and Chat are shown in a separate sheet within the exported Workbook.
Examples
Here's an example of an Excel export:
And here's an example of HTML export:
Your exported data are in a file
Depending upon the size of the board (or, more accurately, the number of cards currently displayed on the board), the export function can take a while to complete.
When the export completes, you will be notified by email, and in your Kerika Inbox. The email will contain a link to the file contains your exported data.
One export at a time
Because exports can take a while, you can only do one export at a time. (We want to avoid overloading the Kerika servers by people doing a series of exports all at once, perhaps by accidentally clicking on the Export button too many times.)
But that restriction is on one export at a time per Kerika Board: if you have several boards open, each of them could be running a different export at the same time.