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Exporting Task List to Excel in ACT! by Sage 2007 (9.0) Version 9.0.0.175

tkc
New Member
Posts: 4
Country: USA

Exporting Task List to Excel in ACT! by Sage 2007 (9.0) Version 9.0.0.175

Hi and thanks for any help. I've searched but haven't had much luck finding a solution that worked.

 

I have 2 workstations. One has version 2007 (9.0) and the other has 2009 (11.0).

 

In the newer one, I was easily able to export my Task List using the "Export to Excel" button.

 

My issue is trying to do this in the 9.0 version. There is no button to export this and I tried looking in the export wizard as well.

 

Is there a way to export the Task List to Excel in the 2007 (9.0) version?

 

If not, is there a way to export the Task List from the 9.0 version to my other station onto the 11.0 version where I can then export to Excel?

 

Thanks for any help!

tkc
New Member
Posts: 4
Country: USA

Re: Exporting Task List to Excel in ACT! by Sage 2007 (9.0) Version 9.0.0.175

Ok, just figured out that you can click the first item, scroll to the end and shift-click the last item, ctrl-c to copy, then in excel ctrl-v to paste and it will paste the list there. However, it only copied the task:
- Type
- Date
- Time
- Priority
- Duration
- Regarding

It did not copy or paste the task:
- Contact the task is associated with
- Company the task is associated with

Thanks for any help!
Silver Contributor
Posts: 1,813
Country: USA

Re: Exporting Task List to Excel in ACT! by Sage 2007 (9.0) Version 9.0.0.175

Export to excel in the task list was not added in version 2009. I believe it came out in 11.0

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Jon Klubnik| ActTrainer.com
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Copper Elite Contributor
Posts: 514
Country: USA

Re: Exporting Task List to Excel in ACT! by Sage 2007 (9.0) Version 9.0.0.175

There are a few addon products out there that will allow this.  I believe the best one is task list plus.  Here is the link: http://www.durkincomputing.com/ACT-Addons-TaskListPlus.aspx

Mark Hammer
ACT! Fanatic
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Exporting Task List to Excel in ACT! by Sage 2007 (9.0) Version 9.0.0.175

As to your last line, you can backup the database and restore it on the 11.0 system