Export a list of tasks

If you use grid setting to customize the way the data is displayed, the data will be exported the way it is displayed.

  1. Open the View Tasks screen.
  2. In the View field, click and select the type of tasks to view.
  3. Press Tab.
  4. In the Company field, click to select one or more companies for which you want to view tasks. If no companies are selected, tasks are shown for all companies.
  5. In the User field, click to select the user whose tasks you want to view. If no users are selected, tasks are shown for all users.
  6. Click Retrieve.
  7. To specify the file type for the export, do one of the following:

    • To export the list to Excel, click next to the Export button and select Excel.

    • To export the list to a tab-delimited file, click next to the Export button and select Text file (Tab Delimited).

  8. Navigate to the folder where you want to save the file.
  9. In the File Name field, enter a file name for the exported file.
  10. Click Save.
  11. Click OK.
    Note: If you opted to export the list to Excel, the Excel file automatically opens if you have Excel installed.