Tasks Export

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

Finding the Tasks export

Open Exports, select Create Export, then select Tasks.

Configure the export

Select your export filters, format and options, including whether to include unbillable Tasks and Charges. The dates default to the current month.

From

The start of the Task date range. A Task is included when its start time falls within the range.

To

The end of the Task date range. The whole day is included.

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 Excel or PDF. Excel downloads an Excel workbook (.xlsx). PDF is only available when a Participant is selected, and is included on the Professional plan and above. On other plans, Export Format is hidden and the export downloads as an Excel workbook.

Include Unbillable

This is off by default, so the export normally contains billable Tasks only. Turn it on to include unbillable Tasks.

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 the relevant information, select 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

Without Charges, the workbook contains one row for each Task, ordered with the newest Task first. Its columns are:

• Task ID
• Date
• Team Member
• Participant Name
• Task Name
• Total Cost
• Billable
• Completed
• Created
• Time - the time allocated to the Task, shown in hours and rounded to two decimal places.

If you turn on Include Charges, additional Charge Item Number, Name, Type, Quantity, Unit and Total Cost columns are added. A Task with several Charges uses several lines: the Task fields appear on the first line, later lines contain only the Charge fields, and a blank line separates Tasks. A Task with no Charges still appears.

Time column

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.