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Download Task Data to Excel

Summary

Admins with Task Scheduling access can download task data from the grid to an Excel file. This allows you to export and review task details.

 


In this article

  • Before you begin
  • Step 1: Access the Task Scheduling Grid
  • Step 2: Download task data
  •  Frequently Asked Questions (FAQ)

Before you begin

 To use the download option, you must have the Task Scheduling permission, which is available in the Admin section.

Step 1. Access the Task Scheduling Grid

  1. Go to Admin > Task Scheduling
  2. View the list of scheduled and created tasks on the grid

Step 2. Download task data

  1. Locate the Search Bar near the top of the Task Scheduling Grid
  2. Click the Download icon (typically located near the search bar)
  3. A prompt will appear allowing you to choose Download as Excel
  4. Select Download
  5. The task data will be downloaded as an Excel file for your review
Note: Only the data displayed on the grid will be downloaded. If you need to modify the data, adjust the grid filters before downloading.

Frequently Asked Questions (FAQ)

1.Who can download task data?

Only users with the Task Scheduling permission under the Admin section can download the task data.
 

2 .What format is the data downloaded in?

The task data is downloaded in an Excel file format (.xlsx).

3. Can I download all the data, even if it's not visible on the grid?

No. Only the tasks visible in the grid, based on your current filters, will be downloaded.
 

4. I don’t see the download option. What should I do?

 If you cannot see the download option, it’s likely because you don't have the required permission. Please reach out to your system administrator for access.