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Planview Customer Success Center

Download a Board

Export the contents of a board to use for input to reports, or for archiving purposes. The card information is exported to an Excel file, and then put in a zip file together with any files that have been attached to the cards or in comments.

  1. Go to the board you want to download.
  2. Click on the options menu Settings.png  and select Download board.
  3. Select if attached files should be downloaded or not, and then click Download. The link to download your board export will be emailed to you.

Comments and links to files attached from Dropbox, Box or Google drive are found in a separate tab in the Excel file.

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