Export your tasks and activities in a few clicks

29 Feb 2024

Export your tasks and activities in a few clicks

Feature Update|29 Feb 2024

Export your tasks and activities in a few clicks

Export your tasks and activities in a few clicks

In addition to exporting records, you can now export your tasks and activities to a .csv file on your computer. This ensures your data is backed up and is able to be viewed and manipulated in Excel.

To access this feature, follow these simple steps:

  • Go to your settings page by clicking on the arrow next to your name in the bottom left side of your page, and clicking on “Settings.”
  • From there, you’ll find a tab called “Import / Export” at the bottom of the page. Click on this.
  • Click on “Export” and you’ll see a dropdown menu to choose to export Records, Tasks, Activities, or Collection Templates.
  • Choose if you’d like to export the Tasks or Activities from all collections, or a specific collection.
  • Click Export. A new page will open with your downloaded .csv files. From there, you can save or edit them as needed.

This feature will ensure your organisation’s files are backed up and saved in multiple places, allowing you to have peace of mind and the ability to save files as they are at specific points in time.

Export
Tasks
Activities
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