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How to: Export a list of tasks to Excel

 

Need to analyze your tasks offline or share them with your team? Zenput makes it easy to export your task lists to Excel. You can filter tasks by various criteria including team, assignee, status, due dates, and more before exporting them as a CSV file that will be emailed directly to you.

Export tasks to Excel

  1. Navigate to the Tasks area of the Zenput Web app.
  2. Set the criteria for the list of tasks you would like to export. Available criteria include:
    • Team
    • My Tasks, All Tasks, Created by Me, Archived
    • Task Name
    • Project
    • Location
    • Assigned to
    • Status (Complete or Missed)
    • Date due start
    • Date due end
  1. To search for a specific task in the search field, use quotations around the "task name". This will ensure the specific task you are searching for appears in the results.
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  1. Select the 'Export' button in the top right-hand corner of the screen and select 'Excel'.
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  1. You will be emailed an Excel CSV file with a task list that meets the criteria you set.
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Tip: The CSV file will be sent to the email address associated with your Zenput account. Make sure to check your inbox after exporting.
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