How-To

Understand backups, recovery and restore

Know what can be exported today, how recovery differs from sync, and which restore controls are not yet available.

Before you start

  • Use iPhone, iPad or Mac for file export.
  • Keep any existing backup file unchanged while you check recovery options.

Steps

  1. Distinguish sync from backupiCloud shares changes, including deletions, between devices. It is not a separate historical backup. A timesheet CSV contains time records, not your complete planner.
  2. Export from a recovery screen when offeredIf the app opens a readable store in recovery mode, choose Export Full Backup and select a file destination. This button belongs to the recovery screen; there is no general backup export button in normal Settings.
  3. Keep the recovery fileA complete recovery backup includes planner records, task assignments and time entries. Backups produced by a version with Study also include its subjects, topics and results; older backups may not. Save the file somewhere you can find again and retain the original.
  4. Check restore availability before deleting anythingA general restore screen is not currently available. Contact support about the installed version and recovery situation; do not send a backup containing private data unless specifically needed and agreed.
  5. Understand the restore choicesMerge combines supported records using their identities; replacement replaces the existing planner with the complete backup. These are recovery capabilities, not current Settings actions. Legacy partial backups cannot safely replace all data.

Confirm the setup is working

  • A recovery export is a separate file you can locate and retain; a timesheet CSV is not a complete planner backup.

Do not use Delete All Data as a restore step. If a recovery export fails, keep the existing files and report the error and app version to support. External file providers store exports; they do not replace native iCloud sync.

Keep going

Your next useful step

Continue with a related guide or explore how the feature fits your plan.