Export Project Data

This feature is available to all users
Certain advanced options are only open to Pro and Business accounts

You can use MeisterTask to export your project and personal data into portable file formats, including CSV files, JSON files and formats compatible with Harvest. Exported data files can be analyzed using other software or later imported into another MeisterTask account.

 


 

In this Article:


 

Export Project Data (CSV)

You can export your project data into a CSV file which can be viewed, edited and analyzed with a variety of different software tools, including Microsoft Excel. To export project data:

 

  1. Click the (i) icon at the top of the project dashboard.
  2. Select More from the drop-down menu.
  3. Select Export
  4. Click the Export button next to the CSV file format.
  5. In the next window, you'll be prompted to select which information to include in your export. Once you're finished, click Export.
  6. You'll receive a notification on the Dashboard when your exported file is ready. Click Download Now to download your data.

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To learn more about the information contained in your CSV export, click here.


 

Export a Project Template (JSON)

Export your project data into a JSON file to create a project template which can be shared with other users and re-imported into MeisterTask. To export a project template:

 

  1. Click the (i) icon at the top of the project dashboard.
  2. Select More from the drop-down menu.
  3. Select Export.
  4. Click the Export button next to the JSON file format.
  5. You'll receive a notification on the Dashboard when your exported file is ready. Click Download Now to download your data.

To learn more about the information contained in your JSON export, click here.


 

Export Time Tracking Data

To Export data on your team members' tracked time:

 

  1. Click the (i) icon at the top of the project dashboard.
  2. Select More from the drop-down menu.
  3. Select Export time tracking.
  4. Click the download button next to the format in which you'd like to export your data.

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Data on your team members' tracked time can be exported into two formats:

  • A format compatible with Harvest

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  • A CSV Format compatible with Excel and other time trackers (available only to paid users)

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Task Statuses

In the CSV format, a task's status (Completed, Open, Trashed, or Archived) is indicated by a number:

 

  • 1: Open
  • 2: Completed
  • 8: Binned
  • 16: Archived

 

Export Data from Reports

Data from your Reports can be exported as an excel document (.xls) or CSV file. To export a report:

 

  1. Generate the report you want to export.
  2. Click the Export cloud at the top of the reports interface.
  3. Choose your desired format and select Export.
  4. You'll receive a notification on the Dashboard when your exported file is ready. Click Download Now to download your data.

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Export Task Attachments

If a task contains 2 or more attachments, they can be exported and downloaded as a .zip file.

 

  1. Click the task which contains the desired attachments to open the task window.
  2. Click the small arrow next to the "Attachments" header.
  3. Click Download All.
  4. Select Done.
  5. You'll receive a notification on the Dashboard when your exported file is ready. Click Download Now to download your data.

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Export Personal Data, Compliance Data or Team Activity Data

You can export personal data, compliance data or team activity data from the accounts dashboard.

 

  1. Click your user avatar in the top-right corner of the MeisterTask interface.
  2. Select Account
  3. Select Data Exports from the menu on the left side of your screen.
  4. Here, you will have the option of executing all of the export functionalities described in this article, including three new types of export:

    • Activity Export (available for team admins only):
      Export data on all active projects within a team (both shared and private) into a single CSV file. This export option can be useful for large teams who need an overview of all active projects.

    • Compliance Export (available for team admins only):
      Export a list of all changes to all projects within a team for a given month. This export option can be useful for checking compliance with corporate requirements and external regulations.

    • Personal Data Export:
      Export your Personal Data to a single .zip file. This includes all projects of which you are a member and all attachments which have been added to your projects.

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Access your Exported Data

You can access all of your exported data from the Accounts dashboard. To access exported data:

 

  1. Click your user avatar in the top-right corner of the MeisterTask dashboard.
  2. Select Account.
  3. Select Data Exports from the menu on the left side of your screen.
  4. Scroll down to see your:

    • Activity Exports
    • Compliance Exports
    • Personal Data Exports
    • Project Exports
    • Task Attachments Exports
    • Time Tracking Exports

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Exports are available to be downloaded for one week. After that, you'll need to export them again.


 

What's the difference between a CSV and JSON export?

Project data can be exported into two file formats: CSV and JSON. 

 

  • A CSV file can be opened and edited using a variety of software tools, including Microsoft Excel. A CSV file is most useful for viewing, editing and analyzing your project data.
  • JSON file is most useful for saving project templates, which can be shared with other users and re-imported into MeisterTask.

 

CSV Files

CSV files can be opened and edited with a variety of software tools, including Microsoft Excel. An exported CSV file is displayed below: 

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Note that the CSV file contains the following data:

  • Task ID
  • Task name
  • Task description/notes
  • The date and time a task was created
  • Task due dates
  • Task Assignee
  • Tags
  • Custom fields
  • Checklists
  • Comments
  • Task status (open, completed, binned or archived)

 

Task Statuses

In the CSV format, a task's status (Completed, Open, Trashed, or Archived) is indicated by a number:

  • 1: Open
  • 2: Completed
  • 8: Binned
  • 16: Archived

JSON Files

Export to a JSON file to save a project template which can be shared with other users and re-imported into MeisterTask. The following project information is stored in a JSON file:

 

  • Project name
  • Tasks and their properties: Due dates, tags, descriptions, current checklist status, Timeline scheduling information
  • Sections: Descriptions, colors, icons and task limits
  • Custom fields
  • Tags
  • Pre-defined checklists
  • Timeline Scheduling

 

The following project information is not included in a JSON export: 
  • Task assignees
  • Automations
  • Task dependencies and relations
  • Attachments
  • Activity log, including comments
  • Tracked time
  • Trashed or archived tasks

 

Still having trouble?

Reach out to MeisterTask Support for help!