Tools

Use the Tools pages to export data from or import data into a template. You may choose to export a template to ensure you have the proper headings and spacing.

Important: Ensure you have the check box for Export Id's selected if you are going to edit data in another application and then import it back into TeamWork.

Shifts I/O

1. Select Templates from the main menu.

2. Select Tools.
   Note: Use the same template or use the Menu button to select another one.

3. Select Shifts I/O.

4. Select the Export Id's check box and the check box if you want to Export Names.

5. Select the type of file you would like, i.e., Page or TXT file.

6. Select Export.
   Example:
   

7. Prompt displays for managing the file.
   Example:
   

8. To open with Microsoft Excel, select OK.
   Note: The file is placed in your AppData\Local\Temp directory.

9. To make edits to the information and import the file into TeamWork. Copy and paste revised file into the Shifts I/O window.

10. Select Import.
    Imported message displays in green with a list of the results of the import.