# Tasks Export

Source: https://docs.astalty.com.au/guide/exports/tasks-export

> Export all tasks for a Participant or team member within a date range.

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

## Finding the Tasks export

Open [**Exports**](https://app.astalty.com.au/exports), select **Create Export**, then select **Tasks**.

![The Create Export page with the Tasks tab highlighted and an arrow pointing to the Tasks export, listed above Tasks Without Notes.](https://docs.astalty.com.au/assets/tasks-export-accessing-the-export.png)

## 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.

![The Tasks Export page with three highlighted sections: Export Filters with From 01/11/2026, To 30/11/2026 and Participant and Team Member selectors, Export Format with Excel selected and PDF greyed out, and Export Options with Include unbillable, Include charges and a greyed-out Include notes.](https://docs.astalty.com.au/assets/tasks-export-filters-format-options.png)

**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](https://app.astalty.com.au/exports) page where you can click on **Download** to save it to your device.

> **Export taking longer than expected?**
>
> All exports run in the background. If the export takes at least 20 seconds to become ready, Astalty also emails you. Download it from the Exports page.

## 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**
- **Task Type** - only when [Task Types](https://docs.astalty.com.au/guide/tasks/task-types) is turned on. Blank for a Task with no type.
- **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](https://docs.astalty.com.au/guide/reports/tasks-report). When you tick **Include Unbillable**, the export also includes unbillable Tasks and their time.

## Task Type Sheets

When your organisation uses [Task Types](https://docs.astalty.com.au/guide/tasks/task-types), the Excel workbook has three sheets instead of one. The first, **Tasks**, holds the export fields described above. The other two total time by Task Type for the same Tasks, so they follow the same date range, Participant, Team Member and **Include Unbillable** choices. A PDF export does not include them.

Hours on both sheets are the Task's total time, billable and unbillable added together, in hours rounded to two decimal places. Tasks with no Team Member are totalled under **Unassigned**, and Tasks with no type under **No Task Type**.

> **Tick Include Unbillable for a full timesheet**
>
> Leave, training and internal meetings are usually unbillable Tasks. With **Include Unbillable** unticked, the export contains billable Tasks only, so those hours are left out of both sheets.

### By Task Type

One row for each Team Member and each Task Type they used in the range, sorted by Team Member. Types a Team Member did not use are left out.

| Column          | What it shows                                                  |
| --------------- | -------------------------------------------------------------- |
| **Team Member** | The Team Member the Tasks are assigned to.                     |
| **Task Type**   | The type, or **No Task Type**.                                 |
| **Task Count**  | How many Tasks of this type the Team Member has in the export. |
| **Hours**       | The total time on those Tasks.                                 |

### Hours By Task Type

One row for each Team Member with Tasks in the range. Set **From** and **To** to a single week to use it as a weekly timesheet.

| Column                   | What it shows                                                                                                                                         |
| ------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Team Member**          | The Team Member the Tasks are assigned to.                                                                                                            |
| One column per Task Type | The hours recorded against that type. There is a column for every active type, even when nobody used it, and for any archived type used in the range. |
| **No Task Type**         | The hours on Tasks with no type.                                                                                                                      |
| **Billable Hours**       | The billable time across all the Team Member's Tasks.                                                                                                 |
| **Non-Billable Hours**   | The unbillable time across all the Team Member's Tasks.                                                                                               |
| **Total Hours**          | Billable and non-billable hours added together. This matches the sum of the Task Type columns.                                                        |

> **Large PDF exports are split into parts**
>
> A PDF export with more than 50 Tasks is delivered as a ZIP file containing PDFs of up to 50 Tasks each.
