Export Tasks | Online Help | Zoho Projects

Export Tasks

Tasks can be exported to an XLS or CSV file.

Benefits:

  1. Tasks can be exported to XLS and CSV formats
  2. Custom fields can also exported
  3. File can be imported to other projects

Export Tasks Without Filter and Custom Views

  1. Select a project and select the Task module.
  2. Click in the upper-right corner and select Export Tasks.
  3. You can select a task view to export.
    • For example, if you select Unscheduled Tasks in predefined views, then all the tasks which are not scheduled will be exported. You can also export tasks based on a custom view.
  4. Select the file format.
  5. You can choose the columns to export.
    • The Selected pane lists the fields that you have selected in Customize task columns. The fields listed in this pane will be exported.
    • The Available pane lists the fields that you haven’t selected in the Customize task columns. Hover over a field name and click  to move it from Available section to Selected section or you can drag and drop the columns between the sections.
  6. Click Export.
  7. A download link will be generated. Click on it to download the file.

  • Click  Show export history to view the history of exports.
  • You can also export tasks across all projects. Navigate to Work Overview > Tasks >  and select Export Tasks

  Export Tasks with Filter and Custom Views

  1. Select a project in Projects and choose the Task module.
  2. Select  in the top right corner.
  3. Choose the filter values and click Find.
  4. Click Save as and then click New Custom View. Save the custom view
  5. Click in the upper-right corner and select Export Tasks.
  6. Select the custom view from the Task View field.
  7. Click Export.
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