Tasks Export
In Plannr, you have the ability to export Tasks. More information on exports is available here.
Go to Reporting under the Business tab on the left hand side menu.
Here you can see all your previous exports.
Select Generate New.
Select Task Export.
Enter a name for your report.
Select if you would like to filter by assignee, who the task is against and/or the tasks' status.
Select a date range for the tasks if you wish.
Decide if you would like custom fields to be included in the export.
Decide if you want this to be saved as a template. This is useful as it means your filters will be saved for future exports.
Generate report when ready!
Once the report is generated, you'll be taken back to Reporting. Here, you will see all reports, including the one we just made. Click on the one you wish to download.
This will take you to the following page, where you will be able to download your report as a CSV by clicking on the report. Alternatively, you can delete this report from the actions button at the top.
Generating a Task Export
Go to Reporting under the Business tab on the left hand side menu.
Here you can see all your previous exports.
Select Generate New.
Select Task Export.
Enter a name for your report.
Select if you would like to filter by assignee, who the task is against and/or the tasks' status.
Select a date range for the tasks if you wish.
Decide if you would like custom fields to be included in the export.
Decide if you want this to be saved as a template. This is useful as it means your filters will be saved for future exports.
Generate report when ready!
Locating the Report
Once the report is generated, you'll be taken back to Reporting. Here, you will see all reports, including the one we just made. Click on the one you wish to download.
This will take you to the following page, where you will be able to download your report as a CSV by clicking on the report. Alternatively, you can delete this report from the actions button at the top.
Updated on: 31/07/2024
Thank you!