Export the action plan of a folder to Excel

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The purpose of this Perfony feature is to simplify your life by avoiding to open more and more applications and, ultimatly, group them in Perfony directly.

For this, on your Perfony Web App, go to « my folders »; on the right screen, several tabs are displayed, included export Excel.

This small icon with an « X » on it, will allow you to export your action plan in the excel software. So click on it, then on « XLSX ». Your file will be downloaded automatically and you will only have to open it !

You can update now your action plans directly in Microsoft Excel.