Exporting Tasks

Follow the given procedure to export task(s):

  1. Open the Collection Task screen.

  2. Select the type of Task Type (Assigned, Owned, All Tasks or Draft Tasks). The list of tasks of the selected task type will be displayed in the grid section in a list format row-wise.

  3. Click   (Export button) from the action bar. The Export Menu opens up. You will have the option to download the list of tasks of the selected task type in CSV format or directly in an Excel spreadsheet on your local system.

  4. Click Export as CSV menu item to download and save in CSV format on your local system

  5. Click Export as Excel to download and save the Task list in an Excel spreadsheet.