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Import and Export Issues

Last updated: 2024-09-05 16:20:23

This document describes how to import and export issues in CODING Project Management.

Open Project

1. Log in to CODING Console and click Use Now to enter the CODING usage page.
2. Click Item on the left side of the team homepage to enter the project list page and select the target project.
3. Click Project Collaboration in the menu on the left.

Description of the Feature

Epics, requirements, tasks, and defects are collectively referred to as issues, supporting bulk import and export. You can choose Import Issues, Export Current Filtered Issues, Export All Issues from the menu in the upper right corner of the issue list, and operate according to the templates provided by CODING. The following text will take Requirements as an example to demonstrate how to import and export issues.


Import Issues

1. Select Import Requirements in the menu in the upper-right corner of the issue list page.

2. Click Download Template and fill in the information as required as shown below.

3. The template includes title (required), description, assignee, status, priority, and due time. After you fill in the template, upload an Excel/CSV file.

Note:
Issue fields are used to describe the current status, due date, assignee, priority, and other information of this issue. If required fields are preset in the project, this rule is ignored during the issue import; if default values are preset for the fields in the project, they are auto-filled during the issue import. For more information, see Custom Issue Fields.
4. Check the import result.
After the import is complete, you will be notified by a prompt message on the import page or system notification. If the import fails, download the error log as instructed, and import again after changes.



Export Issues

1. In the menu in the upper-right corner of the issue list page, you can select Export All Requirements or export the current filtered requirements as needed.
Note:
In the tree view, subtasks under requirements will also be exported.
To export all filtered issues, click ‘···’ at the top right corner of the page. Then click ‘Export Current Filtered Requests’ from the drop-down menu.

To export a selection of filtered issues, click ‘Batch Operation’ at the bottom right corner of the page. After selecting the issues, click ‘Export’.

2. After a successful export, you can click Download File and view the export results.