Export Work Process

To export work processes, follow the steps below.

  1. Go to Web App > Navigation Menu > <Process Name>.
    checklistprocess 1
    Note:

    The sample process shown in the screenshot is a test process created for documentation purposes. In your system, you will see your own processes instead. Click on the desired process to proceed.

  2. Click the Hide Metrics button.
    Modify Work 1
  3. Optional: Click the Filters button and apply the required filters to find the works that you want to export.
    Modify Work 2
    .
  4. Select the works that you want to export.
    Reassign Work Process 1
  5. Click the Export Options dropdown.
    Export Work Process 1
  6. Click the required export option.
    Export Work Process 2

    • Export Filtered - allows you to export only the filtered data.

    • Export All - allows you to export all the data displayed in work processes pane.
    • Export Selected - allows you to manually select the check box and export only the selected work.

    An excel sheet with the filtered data is downloaded to your computer. Go to the Downloads folder to view the work processes data.