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Export issue/case/task data into word or excel template document  

In VisionProject you can export issue data into an Export template that you have created such as price quotes, printing labels, agreements etc.

It is possible to export data from an issue into a template document in MS Word or Excel format. 

 

Read more on how to create an Export Template in this article: How to create Export templates

 

If there already is an created and uploaded document to your system you can export your issues by following the steps:

Export from one issue/case:

  1. Go to the issue you want to export
  2. Click export in the top right corner
  3. If you have more than one template available then choose the template you want to use
  4. Click Export
  5. Wait for the system to send the document to you

Export from multiple issues/cases:

  1. Go to the issues/cases tab on your workspace/project
  2. Select all the issues/cases you want to export from the list
  3. Click on the export icon in the top right corner 
  4. Click Export
  5. If you have more than one template available choose the template you want to use

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