Admins, Power Users, and Associates and Project Members with Read, Edit, or Admin Task permissions can export Tasks.
Task export options are listed below.
Exports can be accessed by clicking the upwards arrow icon in the upper right corner.
- Task tree (.xlsx):
- Indexed list of Tasks
- Status
- Type (Task or Milestone)
- Start Date
- Due Date
- Summary
- Guide
- Notes & Comments
- Responsible
- Project index (.xlsx):
- Indexed list of Tasks (referred to as "Folders")
- File (list of uploaded files, with one row per file)
- Date Added (date file was uploaded)
- Data room (.zip):
- Everything in the Task Tree export.
- All Task files.
- Project files are found in the Pipeline/Grid view and are NOT included in the export.
- Issues / Risks
- Issues / Risks must be exported from the "Project View" on the Pipeline/Grid views:
- From the Task view, navigate to the Pipeline by clicking the icon to the right of the Project Name.
- Issues / Risks must be exported from the "Project View" on the Pipeline/Grid views:
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- Click on the "Issues" tab > Export Issues.
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- Issues / Risks Exports includes:
- Issue Title
- Status
- Severity
- Probability
- Responsible
- Linked Task
- Due Date
What Cannot be Exported from the Task view?
- Q&A
- Activity Log
- Permissions
- Gantt chart (schedule)
- Task Dashboard