Export a task list

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:

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

2. Click on Export

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

Exporting a Task List from a Template or Checklist

The procedure for exporting tasks is the same for all three file types (PDF, Excel, CSV):

1. Go to the template or checklist from which you want to export the tasks.

2. Click on the three vertical dots in the top right corner, then select Export.

3. A window will open – select the tab for 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.

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.

Field Tasks to export

Define which tasks are to be exported :

• All tasks

• Selected tasks

Field Items to show

Choose the items that will appear on the exported document :

• 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 :

• Portrait orientation

• Landscape orientation

Field Font size

Choose the font size of the exported document :

• Small

• Medium

• Large

Click on Generate File

Click on Download file

Click on the downloaded file and save it in the desired location

Export in Excel or CSV 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.

Field Tasks to export

Define which tasks are to be exported:

• All tasks

• Selected tasks

Field Columns to show

Choose the columns that will appear on the exported document :

• 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.

Click on Generate File

Click on Download file

Click on the downloaded file and save it in the desired location

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 :

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

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

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