Skip to content

Project integrations and task export - Slack and CSV

Two sections in the project settings dialog connect your project to the outside world. Integrations links it to tools like Slack. Task Export downloads the project’s tasks, comments and attachments. Both save as you act, with no Update needed.

At a glance

What it isPer-project tool links and a data export
Where to find itProject header gear icon, then Integrations or Task Export under Configuration
Who can use itIntegrations is listed for everyone who opens the dialog. Task Export is listed only for Owners, Admins, Project Managers and Team Leads
PlanSlack and Task Export need Business

What can you connect under Integrations?

The section reads “Connect this project to external tools like Slack and GitHub.”

IntegrationWhat it doesPlan and notes
Slack”Get task, status and comment updates in your Slack channels”Business. Locked on Free and Pro, where clicking opens an upgrade prompt
GitHub”Track branches, pull requests and commits on tasks”On general projects the row is informational and shows “Software projects”. Linking repositories works on software projects
Microsoft Teams”Post task and status updates to your Teams channels”Marked coming soon. Not usable yet
  1. Connect your Slack workspace first in workspace settings. Without it you see “Please connect your Slack workspace in Settings first”. Start at workspace settings.
  2. Open the project settings and choose Integrations.
  3. Click the Slack row to open the quick add window.
  4. Pick the channels that should receive updates.

Afterwards the row shows how many channels are active and their #channel names.

How does Task Export work?

The section reads “Export this project’s tasks, comments, and attachments. Choose what to include, then download a CSV or ZIP.”

  1. Open the project settings and choose Task Export.
  2. Under Include in export, tick what you want.
  3. Click Export.
OptionDefaultWhat it adds
TasksOnThe project’s tasks
Task CommentsOffThe comments on those tasks
FilesOffThe attachments

If nothing is ticked, the page says “Select at least one option to enable Export.”

What happens after you click Export?

Small exports download straight away and you see “Export downloaded”. Larger ones run in the background: you get “Preparing your export…” and the message “Export started. You will be notified when it is ready.” You can keep working and come back.

Recent exports

The Recent exports table lists every export. It reads “No exports yet” until you run one.

ColumnShows
IncludedWhat the export contains
RequestedWhen you asked for it, such as “Jun 3, 2026 4:15 PM”
StatusProcessing, Ready, Failed or Expired
ActionsDownload when ready, or the error text if it failed

The table refreshes about every 5 seconds while an export is processing. An expired link says “Export is no longer available for download.” A failed export says “Your export failed. Please try again.”

What if you are not on Business?

The tab still shows for the allowed roles, but a banner reads “Business Plan Required” and “Task export is available on Business plan only.” The options are greyed out. Upgrade Now takes you to upgrade your plan. Members and Guests do not see the tab.

Example

Before closing a client project, the Project Manager ticks Tasks and Task Comments, clicks Export, and downloads the file. They then keep it with the project records and run the delete from the delete and archive page.

Best practices

  • Connect Slack in workspace settings before the project, because project linking needs the workspace connection.
  • Tick only Tasks for a quick copy, because comments and files add weight and can run in the background.
  • Download as soon as an export shows Ready, because exports can move to Expired.
  • Export before you delete a project, because deletion removes tasks, comments and attachments permanently.