Exporting Task Views by Task
You can load an existing task view in the grid of the Task Views program (P01RS002) and export it to a spreadsheet to use as a template for a new task. This method is preferred because it is easier to revise an existing task view than create a new task view. Alternatively, you can export an empty grid to the spreadsheet and add records.
This section describes how to:
Export an existing task view to a spreadsheet.
Export an empty task view grid to a spreadsheet.
To export an existing task view to a spreadsheet:
Enter P01RS01 from the Fast Path field.
On the Configuration Utilities form, go to the Control/System Data tab, and select the Task Views link.
On the Search for Task Views form, click Find.
Select a task view and click View by Task.
The system loads all of the records from the task view into the grid on the View Task View form.
Review this information about the Show Folder Roles check box:
Note: You can associate roles with folders in the task view. The folders are not tasks, but are placeholders for groups of child tasks.By default, this check box is not selected when you access the View Task View form. If you export the task view without the roles at the folder level, the spreadsheet is easier to work with.On the View Task View form, right-click in the grid, select Export and then Microsoft® Excel®.
Highlight the records in the grid that you want to export.
On the Export Assistant form, click Continue.
Web Environment
In a Web environment, click the up arrow on the right side of the form above the grid.
The system exports all of the records from the task view grid into a Microsoft® Excel® spreadsheet. A typical task view contains about 1200 records; therefore, it might take a few minutes for the system to load it to the spreadsheet.
From the File menu in the spreadsheet, select Save As and enter a new file name.
Keep track of the location of the saved file so that you can easily retrieve the file when you import the data.