Guide - How to Export Projects into a CSV or Excel file
Export project data to CSV for detailed reporting and analysis, share project updates with stakeholders by exporting to Excel files, and backup essential project details.
This tutorial will guide you through the process of exporting projects into a CSV or Excel file using Kroolo Projects, designed for users of all levels. Here's what you need to do👇
1. Navigate to the Project Section
Log in to your Kroolo account and go to the "Projects" section on the left-hand side.
2. Open the Desired Project
Click on the project that you wish to export. This will open the project's main page.
3. Access the Export Option
Locate the three dots (menu icon) next to the project name. Click on it to reveal a dropdown menu. Scroll to the bottom of the menu and find the 'Export' option.
4. Choose Export Format
Click on 'Export.' You will see two options: export the project as a CSV file or as an Excel file.
5. Export as CSV
Select the option to export the project as a CSV file. The CSV file will be sent to your registered email address. Check your email for a message containing the exported file.
6. Download the Exported File
Open the email and click on the 'Download' button to download the file to your device.
7. Open and Review the File
Open the downloaded CSV file. You will see a preview of task names, descriptions, status, start dates, due dates, and other project information.
With this new feature, sharing project updates, creating backups, and migrating data has never been easier.
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