Export project tasks
Overview
How do I export project tasks?
You can export all visible tasks from a project at any time, choosing the format that best suits your needs.
When and why to use this
Exporting tasks allows you to share, archive, or work with your project data outside the platform. This is useful for reporting, client communication, or offline review.
- Use this when you need a copy of all or filtered tasks.
- The export will include only the tasks currently visible in your table view.
- You can choose between PDF or Excel (XLSX) formats.
- PDF exports support multiple page sizes (A4, A3, Letter, Tabloid).
Guide - How to export tasks
- Navigate to the Punchlist items & tasks in your project. Apply any filters or search terms to show only the tasks you want to export and then click Menu.
- Select Export to PDF & XLSX
- Choose the desired output format (PDF or XLSX).
Behavior and results
The export process follows the principle “You See What You Get” — only tasks currently visible in your table view are included in the export. Filters and searches directly control the export content.
Available export formats
Format | Details |
|---|---|
XLSX (Excel) | Always available, suitable for data analysis or editing. |
Suitable for printing or formal sharing; supports A4, A3, Letter, and Tabloid sizes. | |
CSV | Suitable for use in spreadsheet tools, database imports, and integration with data analysis software. |
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Export option is missing | Insufficient permissions | Contact a project Manager or Admin |
Tasks missing from export | Filters hiding them | Clear filters before exporting |
PDF layout not as expected | Page size not optimal | Change to a different PDF size |
Quick facts
- Location: Project → Table Overview → Menu → Export
- Affects: Exported files (PDF, XLSX)
Updated on: 08/12/2025
Thank you!