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.
Best answer by Michelle from CopperView original
@Cathyjbd, thanks for posting! Sounds like you only want to export the Open tasks, is that correct?
To do that:
You mentioned this:
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.
Hello Michelle! I am following your instructions here and instead of export at the 3 dots, I am only getting a delete option.
At this stage, I see a delete option rather than an export option. What have I done wrong?
Thank you so much in advance!
It sounds like you have your Data Export permissions turned off!
Since you’re an admin, you can head over to Settings > Account Settings > Company & Invite New Users and click the pencil icon for yourself. You will see a checkbox for Data Export.
Make sure that box is checked and hit Save.
After that, you should see the Export option when you do a select-all.
This setting is usually chosen by whoever invited you to Copper in the first place. So you may want to just check with them if there’s a particular reason they didn’t enable that for you (maybe they just forgot!).
Anyways let me know if that resolves it!
@Cathyjbd - I’m going to mark my original reply as Best Answer so that others can find it easily. Let me know if you have any questions!
Thank you, Michelle! I will give it a try.
Thank you so much!