Roles and permissions
The following roles can export tasks:
Administrators
Compliance managers
Users
Limited access users
Tasks can be exported to a CSV or XLSX file.
Note: To include specific fields in your export file, such as custom fields, you must make sure they are displayed in the Grid view for the items you are exporting. Use the Settings option to select the fields you want to display in the Grid view and choose their display order. To access Settings, click the Gear icon in the top right corner of the grid.
To include specific records in your export file, use the Filter options to reduce the number of records displayed in the Grid view. Only items included in the Grid view are included in the export file.
From the left menu, select Work items.
Select the Tasks tab.
Click the Grid view icon.
Select the checkboxes next to the tasks you want to export. To select all tasks, select the All checkbox in the upper-left corner of the grid.
Click Export.
Select one of the following options:
Export tasks (CSV) - Exports the selected tasks to a CSV file. Note that the export does not include any linked proof. Includes ID, Name, Description, Assignee, Group, Due date, Target type, Target identifier, Status, Priority, Integration, Proof, Created on, Created by, and Closed on.
Export tasks (XLSX) - Exports the selected tasks to an Excel file. Note that the export does not include any linked proof. Includes ID, Status, Name, Integration, Due date, Assignee, Priority, Created on, Closed on, Group, Description, Target type, Target identifier, Proof, and Created by.
The tasks are exported.
Click the Download button in the bottom-right corner to download the file now, or check your email to download it later.