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Export Tasks to CSV from the Task List or Settings

You can export a project’s tasks to a CSV file, either straight from the task list or from the Task Export tab in project settings. Use it to share a task snapshot, build a report in a spreadsheet, or keep a copy of project data.

At a glance

What it isCSV export of project tasks
Where to find itTask list toolbar Export button, or Project Settings > Task Export
PlanBusiness

How to export filtered tasks from the task list

  1. Open the project and go to the task list.
  2. Apply any filters you want. The export follows what you filtered.
  3. Click Export (“Export filtered tasks as CSV”).

If no task matches your filters you see “No tasks match current filters”, and there is nothing to export. Clear a filter and try again.

How to use the Task Export tab

The Task Export tab in project settings goes further than the list button. It can export tasks, comments and files together or separately.

  1. Open the project’s settings.
  2. Click the Task Export tab.
  3. Choose what to include and start the export.
  4. The export runs in the background. When it is ready, go back to Project Settings > Task Export to download it.

For a walkthrough of the settings dialog itself, see project settings: integrations and export.

Example

Lena needs only the overdue tasks for a client call. Lena filters the task list by status, clicks Export, and opens the CSV in a spreadsheet. At project close, Lena uses Task Export to keep tasks, comments and files together.

Limits and things to know

  • The list button exports only the tasks that match your current filters.
  • Large exports are prepared in the background, so the file is not instant.

Best practices

  • Filter before you click Export, because the list button exports filtered tasks only.
  • Use the Task Export tab for archives, because it can include comments and files that the list button cannot.
  • Return to the Task Export tab to collect the file, because background exports are downloaded from that tab.