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Exporting Story, Defect, or Request Templates to Excel

This article explains how to export a Story, Defect, or Request Templates to Excel.

Overview​

If you want to use a your story, defect, or request templates in another project, you can export them to an Excel spreadsheet, and then import it into another project.

When you export templates, you export the details of an entire group of templates (story or defect), as well as their associated tasks to a spreadsheet report.

Request templates are part of the Digital.ai Agility 21.3 release and are not available in older releases.

Steps​

  1. Click the hamburger menu Hamburger icon > Product > Templates.
  2. Click the wrench icon Wrench Icon to the right of either the Backlog Item Templates, Defect Templates, or Request Templates section to open the drop-down menu. Select Export (.xls). The Opening Templates pop-up opens, showing which group of templates ( backlog item or defect) you are exporting.
  3. Click Save. Your templates are saved in an Microsoft Excel spreadsheet in your download area.
  4. From your download area, open the file and save it locally. Information for all tasks associated with story, defect, or request templates is saved in the spreadsheet.

Using Templates to Create Reusable Portfolio Items Stories Backlog Items or Defects