Project Tasks Exports

Project task export is a valuable feature for project management software. This feature includes essential Project details such as Project name, ID, client, status, and billable status, as well as a comprehensive list of Tasks.

Each Task will include details such as Task title, assignee, notes, comments, planned date, estimated hours, status, priority, and the Phase in which the Task is located.

This information is critical for project managers to monitor progress, assess workload, and make informed decisions about resource allocation and Project timelines. With the Project Task Export, users can easily transfer Project data to other software programs, generate custom reports, or share data with team members, stakeholders, or clients.

What does it look like?

The following fields will show on the exported file:

• Project Title: Project name

• Project Number: Project number

• Portfolio: Portfolio name

• Project Client: Project client name

• Project Status: Proposal, Active, Hold, Completed

• Billable: True/False, if the project is billable or not

• Task List Name: Name of the Task list

For the following columns, customize which ones to show on the exported file by configuring the visible columns of the Tasks table:

• Task Title: Name/title of the Task

• Assignees: Assignees' names of the Task

• Notes: Notes on the Task

• Comments: Comments on the Task

• Planned: Planned dates of the Task (can be a single date or date range)

• Estimated Hours: Estimated hours spent on completing the Task

• Status: Status of the Task, default statuses are Not started, In Progress, Needs Review, Approved, Issue; can be customized

• Priority: Priority of Task, default statuses are Priority 1, Priority 2, Priority 3, Priority 4; can be customized

• Phase: Which Phase the Task is in

How to export?

On the Project page, click the + button at the top right of the Task list. Select the columns to show. These will be the columns shown on the exported file.

The filters will not affect the exported file.

Click the three-dot icon next to the Project name at the top of the page. Select Download and the desired file extension.

The file will be sent to the email address of the current user once it's ready.

You will see the notification icon with a number on the top right when the file is ready to download. Click the icon to go to notifications page.

On the notifications page, the notification looks like this. Click on the download button to download the file.

The email will look like this. If there is an issue with the Download Exported File button, there is a link at the end of the email that can be copied and pasted into a browser to download the file.

Note: The download link in the email will expire after 24 hours. If the export needs to be downloaded after the link is expired, repeat the export process.

The export will be processed and made available based on your settings.

Sample Export

Download a sample CSV export

Download a sample XLSX export

Recent Updates

September 2023

Sample

• Updated the column order

• Renamed

  • "Primary Assignee" to "Task Assignee Names"

  • "Task Title" to "Task"

  • "Schedule Start" to "Task Start Date"

  • "Schedule End" to "Task End Date"

  • "Est. H" to "Task Estimated Time"

  • "Status" to "Task Status"

  • "Priority" to "Task Priority"

• Removed

  • "Due Date"

• Added

  • "Portfolio"

  • "Project"

  • "Project Ref#"

  • "Project Client"

  • "Project Profit Center"

  • "Phase Ref#"

  • "Phase Profit Center"

  • "Work Category"

  • "Work Category Ref#"

  • Subphase fields

    • "Subphase 1"

    • "Subphase Ref# 1"

    • ...

    • "Subphase 9"

    • "Subphase Ref# 9"