Roles and permissions
The following roles can export repeating tasks to a CSV or XLSX file:
Anyone with .
This article explains how to export repeating tasks to a CSV or XLSX file.
Note: To include specific fields in your export file, such as custom fields, you must make sure they are displayed in the Grid view for the items you are exporting. Use the Settings option to select the fields you want to display in the Grid view and choose their display order. To access Settings, click the Gear icon in the top right corner of the grid.
To include specific records in your export file, use the Filter options to reduce the number of records displayed in the Grid view. Only items included in the Grid view are included in the export file.
The following repeating task fields are never exported because the import process can't set their values: Type, Open tasks, Integration, Members, Created on, and Created by.
The following repeating task fields are always exported even if they are not displayed in the grid because they are required for record matching when reimporting records: ID, Name, Repeats, Repetition details, Event value, Target type, Target identifier, and any required custom fields.
The steps below list the fields included in each export format. Check each list to make sure you select the best format for your needs. The fields included in the export file may differ between the two formats.
From the left menu, select Work items.
Select the Repeating tasks tab.
Select the checkboxes next to the repeating tasks you want to export. To select all repeating tasks, select the All checkbox in the upper-left corner of the grid.
Click Export.
Select one of the following options:
Export repeating tasks (CSV) - Exports the selected repeating tasks to a CSV file. Note that the export does not include any linked proof. Includes ID, Name, Description, Repeats, Repetition details, Event value, Priority, Starts on, Days until due, Assignee, Group, Target type, Target identifier, Custom fields, and Organizer.
Export repeating tasks (XLSX) - Exports the selected repeating tasks to an Excel file. Note that the export does not include any linked proof. Includes ID, Name, Description, Repeats, Repetition details, Event value, Priority, Starts on, Days until due, Assignee, Group, Target type, Target identifier, Custom fields, and Organizer.
The repeating tasks are exported.
Click the Download button in the bottom-right corner to download the file now, or check your email to download it later.