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Exporting Tasks

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Bytimothy A
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Overview: 

Exporting Tasks lets you download task data from the system into a file, such as a CSV or Excel format. This helps you share information, create reports, perform analysis, or keep records outside the platform for easier tracking and documentation.

Follow these steps to export tasks:

Step 1: On your Dashboard, navigate to the Tasks tab under the Customers section.
Step 1: On your Dashboard, navigate to the Tasks tab under the Customers section.

Step 2: You will then be navigated to the Tasks tab.

Step 2: You will then be navigated to the Tasks tab.

Step 3: Click on the Select All checkbox or manually select the tasks by clicking their checkboxes to enable the Export button.

Step 3: Click on the Select All checkbox or manually select the tasks by clicking their checkboxes to enable the Export button.

Step 4: Click on the Export button to proceed.

Step 4: Click on Export button to proceed.

Step 5: A pop-up window will appear, prompting you to select which data fields you want to include in the CSV file.

Step 5: A pop-up window will appear, prompting you to select which data fields you want to include in the CSV file.

Step 6: After selecting the data fields, click on Export to proceed.

Step 6: After selecting the data fields, click on Export to proceed.

Step 7: Your file browser window will appear, allowing you to choose where to save your task CSV file.

Step 7: Your file browser window will appear, allowing you to choose where to save your task CSV file.

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