Insights
Exports
Tasks Export

Tasks Export

Use the Tasks export to export all Tasks for a Participant or Team Member within a date range.

Finding the Tasks export

To generate an export head to the Exports page in Astalty. Then click Create Export and select Tasks or click here.

Configure the export

Select your export filters, format and options — including whether to include unbillable Tasks and Charges.

From

The start of the date range you'd like to export Tasks for.

The end of the date range you'd like to export Tasks for.

Participant

The Participant you'd like to export Tasks for

Team Member

The Team Member you'd like to export Tasks for.

Export Format

Choose whether to export as CSV or PDF. The PDF option is only available when a Participant is selected.

Include Unbillable

Tick this option if you'd like Astalty to include unbillable Tasks in the export.

Include Charges

If you select this option, the export will contain all Charges associated with the Tasks.

Include Notes

Tick this option to include Task Notes in the export. This option is only available when you choose PDF as the export format.

Generating the Export

After selecting all the relevant information, click on “Create Export”.

Downloading the Export

When the export is ready it will appear on the Exports page where you can click on Download to save it to your device.

Export fields

The export contains a row for each Task, with columns such as:

Task ID
Date
Team Member
Participant Name
Task Name
Total Cost
Billable
Completed
Created
Time — the time allocated to the Task, shown in hours.

If you tick Include Charges, additional Charge columns (Charge Item Number, Name, Type, Quantity, Unit and Total Cost) are added for each Charge on the Task.

The Time column shows how much time was allocated to each Task, in hours, and matches the Time shown in the on-screen Tasks Report. When you tick Include Unbillable, the export also includes unbillable Tasks and their time.