Export project tasks

Overview: export project tasks

Task export downloads the tasks currently visible in your table view as PDF, Excel, or CSV, which is used for reporting, client sharing, or offline review of punch list items and issues.

Filters and search control what is included.

Your role must allow you to work with assigned tasks.
You can find the menu at Punch list items and Tasks - Menu - Export to PDF and XLSX.
This does not change task data. It creates downloadable files from the current view.

Users who have been assigned tasks can export the tasks visible to them.

How to export tasks

Open Punch list items and Tasks. Apply any filters or search terms so only the tasks you need are visible.
Click Menu.
Select Export to PDF and XLSX.
Choose PDF or XLSX output.

Screenshot: Export project tasks - Guide - How to export tasks

Results: export project tasks

Format	Details
XLSX (Excel)	Spreadsheet for analysis or editing
PDF	Printable report - A4, A3, Letter, or Tabloid
CSV	For spreadsheet tools, database imports, and analysis software

Troubleshooting: export project tasks

Problem	Cause	Solution
Export option is missing	Your role or group cannot export from this view	Ask a project Manager or Admin to review your access
Tasks missing from export	Filters or search hide them	Clear filters, confirm the rows you need are visible, then export again
PDF layout not as expected	Page size does not fit the content	Export again with a different PDF size

Updated on: 07/26/2026

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