Export Tasks from CRM

AndyPitre

When we have tasks that require collaboration, or even perhaps meetings to define job roles or other action items associated with those tasks, it would be nice to be able to export the tasks in single cut sheets, but also, it would be nice to export the list of tasks in an excel format with the notes associated for planning, meetings, etc.

62 Replies
HTaylor
Member

HI, Is there any update on this feature as of yet?

amymassey
Member

Hi, 

 

With the new release of the beta, I am unable to export my task list. Any idea on when this functionality will be available?

 

Thanks.