Exporting Task Lists to Excel

Create custom filters to export to excel to easily access the information you need.

Step 1: 

From the Tasks screen, set the filters to show the information you wish to view.

Step 2:

Scroll to the bottom of the Tasks screen. Here, you can either Export to Excel to include all information OR you can create a new filter to only include certain information. 

Step 3:

To create a custom filter, select the Settings icon.

Step 4:

Give your filter a name. Toggle On any of the fields you wish to view on the Excel report. Add.

Step 5: 

Select the custom filter in the dropdown and Export to Excel.

Step 6:

The report will be downloaded and available in Excel format.