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Exporting, importing and deleting a project

You back up a project as a file, turn it into a template, bring it back in another team, or delete it. You won't find these three actions in the project settings but in your workspace's project list.

Exporting​

  1. Open the project list.
  2. On the project card, click the menu with the three dots and choose Export....
  3. In the Export Project dialog, check the options and click Export.

Betterplan downloads a ZIP file. Without any further setting, it is a full backup with all tasks, releases, iterations, discussions and attachments.

The project list with the QuickCart card. The card's menu is open and shows the entries Export..., Transfer to Team and Delete (red).
The menu on the project card: **Export...**, **Transfer to Team** and **Delete**.

Custom export​

Custom export unfolds the options.

The Export Project dialog over the project list, with Custom export unfolded. At the top the option Export as template, below it under Include the six ticked options Iterations & snapshots, Discussions, Task activity / comments, Attachments, Assignees and Release dates. Set apart below are the unticked options Reset task dates and Reset task progress to idea. Cancel and Export are at the bottom.
The **Export Project** dialog with **Custom export** unfolded. Nothing was confirmed; the capture shows the defaults.

Under Include: you decide what ends up in the file. Everything is on by default.

OptionWhat it does
Iterations & snapshotsCompleted and running iterations including their snapshots, the history that Insights and velocity use
DiscussionsThe discussions on the tickets
Task activity / commentsThe comments inside the discussions. Without Discussions there is nothing to comment on
AttachmentsThe files and images on the tickets
AssigneesWho works on a ticket
Release datesThe dates of the releases

Below that are two options that change the content. Both are off:

  • Reset task dates: Clears all timestamps so tasks get fresh dates on import.
  • Reset task progress to idea: All tickets start again as Idea after the import.

Exporting as a template​

Export as template pre-fills the options for use as a template: iterations, discussions, comments, attachments, assignees and release dates are off, Reset task dates is on. What remains is the structure of your project: initiatives, epics, stories and their links. You can still adjust the individual options afterwards.

tip

If you need a project as a starting point for the next undertaking, export it as a template and import it as a new project.

Importing​

You start the import in the project list through the menu next to New Project: Import Project, then choose the ZIP or JSON file and confirm name and team in the dialog. The procedure with a screenshot is under Importing a project; the QuickCart package is such an import. A ZIP import always creates a new project. Your existing project stays unchanged.

Note

On import, Betterplan no longer knows the authors of the discussions from the source: imported discussions and comments appear with the author "Unknown". The content, the timestamps and the status of the discussion are kept.

Deleting a project​

  1. In the project list, open the menu on the project card.
  2. Choose Delete.
  3. Confirm your browser's question: "Delete "project name"? This cannot be undone."

The question is a standard dialog of your browser and can't be captured here. The project is deleted permanently along with all its tickets.

Only delete what you no longer need

Deleting can't be undone. Export the project first if you might need it later.

See also​