Exporting a list of tasks

It is possible to export all the task lists from your network. The procedure for exporting tasks is the same for all three sources:

Go to the space from which the tasks are to be exported, four options: Personal space / Workspaces / Checklist template / Checklists

Click on Export

A window opens, select the tab of the desired export format

Export in PDF format

It is possible to choose what will appear on the exported document in PDF format.

Field Title

A title is generated automatically, if necessary it can be modified: click on the Field Title and enter the new title (1).

Field Footer

The text in the footer is generated automatically and contains the current date and the name of the user launching the export. It is possible to modify it: click on the field and enter the new footer text (2).

Field Tasks to export

Define which tasks are to be exported (3) :

All tasks

Selected tasks


Field Items to show

Choose the items that will appear on the exported document (4) :

The scheduled date of the tasks

Checklists and workspaces to which the tasks are linked

The due date of the tasks

Custom fields active on tasks

The subtasks of the tasks

The description of the tasks

Comments of the tasks

The names of the attached files

Show date and signature: if this box is checked, a line will be added at the end of the document with the possibility to write the place, the date and a signature.


Field Orientation

Choose the orientation of the exported document (5) :

Portrait orientation

Landscape orientation


Field Font size

Choose the font size of the exported document (6) :

Small

Medium

Large


Click on Generate File (7)



Click on Download file (

Click on the downloaded file and save it in the desired location (9)

Export in Excel format

It is possible to choose what will appear on the exported document in Excel format.

Field Title

A title is generated automatically, it is possible to modify it: click on the Field Title and enter the new title (1).

Field Tasks to export

Define which tasks are to be exported (2) :

All tasks

Selected tasks


Field Columns to show

Choose the columns that will appear on the exported document (3) :

Task status: in progress, completed or deleted

The priority given to tasks

The name of the tasks

The description of the tasks

The checklists to which the tasks are linked

The workspaces to which the tasks are attached

The planned date of the tasks

The due date of the tasks

The assignees for each task

The creators of each task

Date and time of task creation

People who have completed the tasks

The date and time when the tasks were completed

The people who deleted the tasks

The date and time when the tasks were deleted

The names of the files attached to the tasks


Field Custom Fields

If custom fields are active for the tasks to be exported, you can select them from the drop-down menu (4).

Click on Generate File (5)



Click on Download file (6)

Click on the downloaded file and save it in the desired location (7)

Export in CSV format

It is possible to choose what will appear on the exported document in CSV format.

Field Title

The title is generated automatically, it is possible to modify it: click on the Field Title and enter the new title (1).

Field Tasks to export

Define which tasks are to be exported, two options (2) :

All tasks

Selected tasks

Field Columns to show

Choose the columns that will appear on the exported document, sixteen options (3) :

Task status: in progress, completed or deleted

The priority given to tasks

The name of the tasks

The description of the tasks

The checklists to which the tasks are attached

The workspaces to which the tasks are attached

The planned date of the tasks

The due date of the tasks

The assignees for each task

The creators of each task

Date and time of task creation

People who have completed the tasks

The date and time when the tasks were completed

The people who deleted the tasks

The date and time when the tasks were deleted

The names of the files attached to the tasks


Field Custom Fields

If custom fields are active for the tasks to be exported, you can select them from the drop-down menu (4).

Click on Generate File (5)



Click on Download file (6)

Click on the downloaded file and save it in the desired location (7)

Exporting task lists from archives

It is also possible to export lists of tasks from the archive: Completed tasks, Current and completed tasks, Deleted tasks, All tasks. To export these tasks :

Go to the space from which the tasks are to be exported three options: Personal space / Workspaces

Click on the dropdown menu on the right side of the screen and select the task list according to the desired status

Click on Export and follow the procedure previously explained in Exporting a task list.

Export selected tasks

It is possible to select the tasks to be exported from a list beforehand:

Click on the first selected tasks andhold down the Control (ctrl) key on the keyboard.

Select the other tasks by clicking on them and release the Control key only after the operation is completed.

Click on Export




To export the file with only the selected tasks :

From the Task to export field and select the Selected tasks option. The number in brackets indicates the number of tasks selected for export (4)

Click on Generate File (5)



Click on Download file (6)

Click on the downloaded file and save it in the desired location (7)

Updated on: 09/04/2024