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 (8)
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)
