Question

How do I export a list of tasks?

  • 29 March 2022
  • 1 reply
  • 12 views

I am cleaning out old tasks from before my time.  There are several users involved.  How do I export open tasks with filters on it?  Also, I added Company as a column, and it isn’t showing up on the report once I receive the export.  

 


1 reply

Userlevel 6
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Hi @Cathyjbd, thanks for posting! Sounds like you only want to export the Open tasks, is that correct?

To do that:

  1. Open the Task list apply a filter for Open Tasks (this is one of the default filters)
  2. Click the top left checkbox to select all
  3. Click the three dots near the top, then select Export List

 

You mentioned this:

Also, I added Company as a column, and it isn’t showing up on the report once I receive the export.  

It sounds like Company is a custom field you added to Tasks. Can you confirm what type of custom field (e.g. dropdown)?

If it’s a Connect Field, unfortunately you will not be able to export it. But if it’s another field type (dropdown, multi-select dropdown, text field, etc) then it should show up in your export as a column. Let me know what type it is and we’ll go from there.

Thanks Cathy!

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