Export Tasks

To export tasks, follow the steps below:

1. Navigate to the Tasks module and select the Tasks tab.
2. Select a task from the list and click the Exportbutton from the top menu bar.

   

3. On the Export Tasks window, select a source from the following options:
   • Selected Records: Available when records are selected in the grid and exports only the selected records.
   • All Tasks in Current Grid: Exports all records currently displayed in the grid.
4. Click Next.

   

5. On the Select Metadata Fields step, select the required metadata fields from the list and click Export.

   

6. On the Exporting Tasks confirmation pop-up, click Get Results to download an excel file with tasks list.