To export your Tasks:
Go to Tasks
Apply any required Filters, using the process outlined in this article, via the categories shown in the screenshot below:
Categories are: Incomplete data; Task Details; By Dates; People & Groups; Tags; By TaskBoard.Click on Export in the top right of your screen:
Your records will now export in an .xlsx file format and save locally to your computer.
Your data will be exported into two tabs:
Task - your tasks
Interaction - your interaction records linked to those tasks
The Task tab will be split into columns as follows:
TaskID
Status
Priority
Date Opened
Date Due
Date Closed
Subject
Assigned By
Assigned To
TaskBoard
Description
Stakeholder
Projects
Tags
Files/Attachments
The Interaction tab will be split into columns as follows:
TaskID
InteractionID
Subject
Date
Method
Direction
Message
Please see the below video for a demonstration on exporting Tasks.