How do I export board summaries and action items as PDF, CSV, or Markdown?

Problem This Solves

Download complete retrospective summaries, action items, and voting tables for sprint audits and engineering wikis.

When to Use This

Open an active or concluded retrospective board that you wish to document.

Prerequisites

• Open an active or concluded retrospective board that you wish to document.

Step-by-Step Instructions

1. Locate the Export Action: Open your retrospective board and locate the top-right toolbar.
2. Open Export Options: Click the Export button in the header toolbar to reveal available export formats.
3. Select File Format: Choose between three export types:
4. • PDF: Formats an executive sprint summary report suitable for management reviews and stakeholder audits.
5. • CSV: Produces a raw spreadsheet table containing cards, authors, vote tallies, and completion statuses.
6. • Markdown: Generates clean GitHub Flavored Markdown (GFM) tables ready to paste directly into GitHub Issues, Jira, Notion, or Confluence.
7. Configure Inclusions: Toggle whether to include participant identities, anonymous reflection labels, and full poll results.
8. Download Export: Click Download Export to save the generated file to your local system.

Expected Outcome

Your retrospective records, decisions, and action items are safely preserved in standard open formats.

Troubleshooting & Realistic Tips

• Free plans include 5 exports per month; Pro and Enterprise workspaces enjoy unlimited board exports.