In IriusRisk, you can conveniently export a list of projects in xlsx format, allowing you to access and analyze project data outside of the platform. This feature provides a comprehensive overview of your projects, including references, names, descriptions, tags, workflow states, and custom fields. In this article, we will guide you through the steps required to export your project list.
- Log in and Navigate to Projects: Start by logging into your IriusRisk application. Once logged in, navigate to "Projects > View All Projects" from the top menu to access a comprehensive list of all your projects.
- Access Export Option: In the top right corner of the projects page, you'll find an ellipsis icon (...). Click on it to reveal a drop-down menu.
- Select 'Export Project List': From the drop-down menu, select the option labeled "Export Project List."
- Review Filename (Optional): A predefined filename for the exported file will be populated automatically. If you wish to change this filename, you can do so at this stage.
- Initiate Export: Once you're satisfied with the filename (if modified), press the "Export" button to initiate the download process.
Exporting project lists in IriusRisk is a straightforward process that allows you to conveniently access and analyze your project data in a spreadsheet format. By following the simple steps outlined above, you can quickly generate an xlsx file containing essential project information.