Steps to Export Tasks

  1. Click the Export button located in the top menu bar. This opens the Export Tasks window.
  2. The Export Tasks window will display two options (by default export task is selected):
  3. The Export Options are a set of queries that will be included in the export. The user can choose the task that should be exported and select any required source.
  4. Click Next to proceed to the Select Metadata Fields section.
  5. Once proceeds to the Select Metadata Fields option and selects the metadata fields that are required, the user can sort them by Alphabet or Logic to include in the export.
  6. Metadata fields are characteristics of the queries, such as: (Subject, Status, Start date, Due date, etc.)
  7. After selecting both options, click on the Previous button to go back and make changes, or click on the Export button to download the file.
  8. Once you click the Export button, a confirmation message will appear.