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Exporting to Task List

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Copper Contributor
Posts: 105
Country: United States
Accepted Solution

Exporting to Task List

Using V13

 

I have a series of Task/Meetings - and want to export it to a .csv file.

 

Is this possible?


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Solution
Accepted by gmartin (Platinum Super Contributor)
‎09-25-2015 03:20 AM
Bronze Contributor
Posts: 930
Country: USA

Re: Exporting to Task List

Step 1:  From the Task list, click the Export To Excel button (it looks like the Excel logo - a big x)

Step 2:  Once it's in Excel, File, Save As, File Type - Comma Delimited or Text Delimeted

 

In Step 1, if you don't have an Export to Excel button, or it's pale/inactive, then most likely ACT! doesn't recognize your version of Excel.

 

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Solution
Accepted by gmartin (Platinum Super Contributor)
‎09-25-2015 03:20 AM
Bronze Contributor
Posts: 930
Country: USA

Re: Exporting to Task List

Step 1:  From the Task list, click the Export To Excel button (it looks like the Excel logo - a big x)

Step 2:  Once it's in Excel, File, Save As, File Type - Comma Delimited or Text Delimeted

 

In Step 1, if you don't have an Export to Excel button, or it's pale/inactive, then most likely ACT! doesn't recognize your version of Excel.

 

Signature
Copper Contributor
Posts: 105
Country: United States

Re: Exporting to Task List

Great! It worked.

 

Look and yea shall find - right in front of me but didnt see it.

 

Thank you.