Export a Task Intelligence model to another instance.

Before you begin

Role required: admin or tia_admin

Procedure

  1. Navigate to All > Task Intelligence for CSM > Setup or All > Task Intelligence for ITSM > Setup, depending on which application and context you want to export for.
  2. In the Models list, click the more options menu of the model you want to export.

    Export model button in the Models list.

  3. Click Export model.
    A new tab opens with authentication steps.
  4. Click Allow.

Result

The XML file downloads to your browser.

What to do next

You can use the XML file to easily transfer the model to another instance using update sets. To learn more, see System update sets.