HubSpot Ideas

AndyPitre

Export Tasks from CRM

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.

HubSpot Updates
Delivered
March 22, 2019 06:35 AM

Hi HubSpot Community, 

Thank you for your continued input and feedback. Task export is now live to all users. You can find details and instructions on how to start exporting tasks using this knowledge article

 

 

March 17, 2019 07:06 AM

Thank you all who have submitted the form. As of today, you are all able to see the option to export tasks from the HubSpot CRM. 


For any continued feedback on Task Export - please share it directly with me via this form.

In Beta
March 14, 2019 04:19 PM

Hi HubSpot Community,


I'm excited to let you all know that task export is now in beta. If you would like access to task export, please fill out this form. Once you have filled out the form, I will be personally emailing those who have been given access.

We do plan to release this functionality to all users within the next few weeks as well. 

 

As always, the HubSpot Product Team is thankful for your continued feedback! 

 

Re: Export Tasks from CRM - changed to: In Planning
December 28, 2018 08:25 AM

Hi HubSpot community,


Thank you for your continued input on this post and the ability to export tasks from the HubSpot CRM. We are currently planning and preparing to begin development on this feature in 2019. Please keep an eye on this post for updates as we begin to roll it into a beta program. Feel free to continue posting your team's specific plans and intended uses of exported tasks. 

 

Thank you again for your feedback, it is extremely valuable to all of us on the HubSpot Product Team. 

 

- Dylan 

September 13, 2018 07:47 AM

Thank you for your input @jasonkeen - this is something we're still calculating the best approach for, it is on our minds and something we hope to build but we aren't quite there yet. I will update this post once we have a more clear timetable. 

Not Currently Planned
April 04, 2017 01:44 PM

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.