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Manage work using Boards › Use › Collaborative Work Management › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Export a CWM Board to CSV or Microsoft Excel

Export the list view of Collaborative Work Management (CWM) Boards to CSV or Microsoft Excel so that you can use the data to obtain insights, share with stakeholders, and prepare for analysis or presentations.

Before you begin

Create a Board in CWM

Role required: sn_cwm.cwm_user

Procedure

  1. Navigate to Workspaces > Collaborative Work Management.

  2. From a Space, select the Board that you want to export.

  3. From the Board header, select the More options icon (

Image omitted: cwm-icon-more-options.png
More options icon.\), and then select **Export**.
Image omitted: cwm-board-export-option.png
Exporting a Board in CWM.
  1. In the Export dialog, select the Board view that you want to export and the file type.
OptionDescription
Current board view
  • Current board view: Exports only the currently displayed columns in the Board, including any column sorting or filters.
  • From the File type drop-down list, select CSV or Excel.
Complete board view
  • Complete board view: Exports all the columns in the Board, including the columns that aren't displayed.
  • From the File type drop-down list, select CSV or Excel.
  1. Select Export.
Image omitted: cwm-board-export.png
Export dialog.
**Note:** The exported file doesn't retain the hierarchy of the tasks from the Board and all links, including URLs, references to records and assigned users, are converted to plain text.

Result

The file is downloaded and saved in your local system.

Parent Topic:Managing work using Boards in CWM