For more details on available features in other plans, click here.
Terms to Know
- Item - The initiatives, projects, tasks, releases, and general "things" that make up your roadmap.
- Milestone - One-time important single-day events that occur, like a release, launch, board meeting, or trade show (these will only appear on the Timeline visualization).
- Item Table - A tabular view of a roadmap's Item data specific to every view on the roadmap.
- Milestone Table - A tabular view of a roadmap's Milestone data specific to every view on the roadmap
- All Data Table - Encompasses all the information used in one roadmap, the ultimate source of truth that cannot be sorted or filtered. Please note this is different than the Items or Milestones table which is on a view-by-view basis.
Exporting both Items and Milestones in a roadmap to a CSV file is a great way to edit and manipulate your data in an external application. Please note that Items and Milestones are exported separately, and that formatting, views, headers ect will need to be re-created upon import. This format of export is intended to simply maintain the raw data.
Exporting Items
When exporting Items, you can choose to export the subset of Items in the selected View resulting from the View's filter set OR all the Items in the roadmap.
Export Items in a View
- In the View dropdown on your roadmap, select the View you want to export.
- On the roadmap toolbar, click the Export icon.
- In the Export dropdown, select Export Items to CSV.
NOTE: This can also be done from the Items table, by clicking Export to CSV. When working in Timeline Views, make sure you're not in the Milestones table or you'll import the View's Milestones by mistake.
Export all roadmap Items
- In the View dropdown on your roadmap, select All Data.
- Navigate to the Items tab on your All Data View.
IMPORTANT: You must be in the Items table to export all Items. If you're in the Milestones table, you'll export Milestones instead. - On the roadmap toolbar, click the Export icon.
- In the Export dropdown, select Export to CSV.
NOTE: The Field order in your export is based on the order in which they were added to the roadmap. Field order will not reflect the Item card order, or Items table order, but rather the chronological order of when the Field was added to the roadmap.
Exporting Milestones
Like Items, you can choose to export the subset of Milestones within a specific View by following the steps listed above from the Milestones tab in your Timeline roadmap or choose to export all the Milestones in the roadmap through the All Data View.
Format of the exported data
All Item and Milestone Fields are exported as columns in the CSV using Field names for the column Headers. Items and Milestones are exported as rows, one row per Item or Milestone.
When you open an Item or Milestone CSV, you'll see some Fields that are added during the export:
Internal ID - This ID is used to match the Items or Milestones in Roadmunk in case you want to import the exported Items back into Roadmunk after editing them in an external application.
External ID - Items or Milestones in the CSV will have an External ID if they were originally imported to Roadmunk from an external application such as JIRA. The ID is used to match the Items or Milestones in the source application in case you want to re-import the exported Items or Milestones back into the source application after editing them in Roadmunk.
Source - The Source Field contains the name of the roadmap from which you exported the Items or Milestones. This Field allows you to merge and work with Items or Milestones from different roadmaps while still being able to separate them.
Bucket - If an Item has the Date field set to a Bucket (e.g., Soon, Future) instead of an actual date or date range, the Bucket will be exported in this Field and the Item's Start Date and End Date Fields will be empty.
Who can export Items and Milestones?
You can export a roadmap's Items or Milestones to a CSV file if you are the roadmap Owner or the roadmap has been shared with you as an Editor. If you share the roadmap as a Viewer, you can't export any of its Items or Milestones.
When exporting a Master roadmap, only Account Admins may export to a CSV regardless if they have explicit permission on the Master roadmap.