How to export tasks in .CSV and .XLS format?

Category: Tasks

Profit.co allows you to export tasks in XLS or CSV excel formats from the My Space option in the Task module.

Why this feature?

Earlier we needed to go to the Task dashboard to download the task reports in various formats. But now this feature helps you to download the tasks reports directly from the My Space page itself using the download icon which is available in both Board view and List view.

Step 1

Navigate to the Tasks→My space→ My tasks in the left navigation panel.

In Kanban view, Click on the Export  icon on the top right corner to download the tasks as reports in XLS or CSV Excel file formats.

Likewise, In the List view, Click on the Export  icon in the top right corner to download the tasks as reports in XLS or CSV Excel file formats.

Note: The "Cancel" option in the Export history allows users to stop the download of files that are currently in progress.

The downloaded Excel file will be displayed just like the image shown below.

Related Answer Post

To learn more about how to download reports from the task dashboard in various formats, click here.

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