How to export retrospectives and action items

Learn what tools are integrated with Retrium and how to view and download action items and history

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Table of Contents


Export retrospectives

💡To preserve psychological safety, everything remains anonymous when exported.

Sticky note retrospective activities that are stored in your Team Room History tab can be exported to a CSV or TXT file.

To export your Sticky Note retro

  1. Navigate to the History for the appropriate Team Room
  2. Click the file type (CSV or TXT) you'd like to export to, and your download will automatically start

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Export action items

💡 Action items can be exported in full as a CSV or individually sent to Jira. You can export action items from the Discuss or Wrap Up phases of a retro or from the Team Room Home.

Export all action items to CSV

  1. From the Action Plan (either within a retro or from the Team Room Home), click the action menu icon ( ellipsis-vertical-solid.svg )

  2. Click Export to CSV

  3. Your CSV is automatically downloaded

 


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Send individual action items to Jira

⚠️ To successfully send an action item to Jira, it must have a title. Only the action item title is sent to Jira; all other fields are cleared.

  1. From the Action Plan (either within a retro or from the Team Room Home), click the action menu icon at the top right of an action item ( ellipsis-vertical-solid.svg )
    • If you haven't connected Jira with Retrium yet, you will be prompted to do so at this point
  2. Click Send to Jira
  3. Choose the Jira Project and Issue type and follow the prompts to send your action item to Jira
  4. Repeat these steps for any additional action items you want to send to Jira

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