How to Export a Task List from Project Insight – Project Insight Help Center

Project Insight allows you to export a project Task List to Excel, Microsoft Project XML, a printer-friendly page, or PDF. These options help teams share, analyze, print, or archive project task information outside Project Insight.

Best for: Project managers, PMO teams, and stakeholders who need to share a Task List, work with task data in Excel or Microsoft Project, or save a printable copy of the project plan.

What export options are available for a Project Insight Task List?

Project Insight provides several out-of-the-box export options from the Task List:

Formatted Excel file
Unformatted Excel file
Microsoft Project XML file
Printer-friendly page
PDF through the browser’s print options

Project Insight does this by converting the current Task List into formats that can be used for analysis, external scheduling, printing, or record keeping.

How do I export a Task List to Excel?

Open the project Task List.
Go to the export options in the upper-right corner of the page.
Choose the formatted or unformatted Excel export.

The formatted option exports the Task List with formatting applied. The unformatted option exports the data without that additional formatting.

When should I use the formatted or unformatted Excel export?

Use the formatted Excel export when you want the file to retain a more presentation-ready layout.

Use the unformatted Excel export when you primarily need the task data for additional sorting, filtering, analysis, or processing in Excel.

In short, formatted exports are better for sharing, while unformatted exports are often better for working with the underlying data.

How do I export a Task List to Microsoft Project?

Open the project Task List.
Go to the export options in the upper-right corner.
Select the Microsoft Project XML export.

Project Insight creates an XML file that can be used with Microsoft Project.

How do I print a project Task List?

Open the project Task List.
Select the printer-friendly version in the upper-right corner.
Press Ctrl+P on your keyboard.
Select a printer.
Complete the print process through your browser or operating system.

The printer-friendly version removes page elements that could interfere with the printed layout.

How do I save a Task List as a PDF?

Open the printer-friendly version of the Task List.
Press Ctrl+P on your keyboard.
Choose the option to save or print the page as a PDF.
Select the location where you want to save the file.

Project Insight does this by providing a clean printer-friendly page that your browser can convert into a PDF.

What does exporting a Task List help a team accomplish?

Exporting a Task List helps teams share project information with people who may not be working directly in Project Insight. It also supports offline analysis, external reporting, printing, archiving, and transferring schedule information to Microsoft Project.

What should I check before exporting the Task List?

Confirm that the Task List displays the information you want to export.
Choose formatted or unformatted Excel based on how the file will be used.
Use the Microsoft Project XML option when transferring the schedule to Microsoft Project.
Open the printer-friendly version before printing or saving as a PDF.
Review the browser print preview before completing the export.

What are common mistakes when exporting a Task List?

Choosing a formatted Excel file when raw task data is needed for analysis
Choosing an unformatted file when the export needs to be presentation-ready
Printing the regular Task List page instead of the printer-friendly version
Looking for a separate PDF export instead of using the browser print options
Exporting before confirming that the Task List contains the needed information

Can I export a Project Insight Task List to Excel?

Yes. You can export the Task List as either a formatted or unformatted Excel file.

Can I export a Project Insight Task List to Microsoft Project?

Yes. Use the Microsoft Project XML export option.

Can I save a Project Insight Task List as a PDF?

Yes. Open the printer-friendly version, press Ctrl+P, and choose the option to save the page as a PDF.

Can I print the Task List without the web page formatting?

Yes. Use the printer-friendly version before printing.

Where can I get help exporting a Task List?

Visit Project Insight Support for help exporting, printing, or saving a Task List.

[Related article placeholder: Add a link to the Project Insight article about configuring Task List columns and Display Options.]