How do I export tasks in Apptivo?

As a user of Apptivo CRM, there are times you want to get a copy of your tasks. Apptivo allows you to bulk export tasks in CSV format which helps you to keep track of them whenever and wherever you need. Not only you could export your tasks, but you can also export your employees tasks, completed tasks, or entire tasks. Let’s see how it’s done.

Steps to Export tasks:

• Log in and access the Apptivo account.

• Click on the Task icon from the left panel view as shown below:

• Once the tasks page is up, you can view different views under lists like All Tasks, My Tasks, My Employees tasks, etc.

• Here, select the tasks that you would like to export using the check box. Here, I would like to bulk-export My Tasks.

• Once the tasks are selected, the Bulk Actions button will be activated. Click on it and select Export > .csv.

• On selecting All Fields, the data present in all the fields of your cases’ overview page will be exported.

• On selecting Current View, the data present only in the fields shown in the list layout will be exported.

Related Links:

• Create and Manage Tasks

• Custom View in Tasks