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Exporting todo's

New Member
Posts: 4
Country: USA

Exporting todo's

 It is easy enough to export field data to excel, but is possible to also export your todo's and notes history? I have version 17

Employee
Posts: 110
Country: USA

Re: Exporting todo's

For Task History / Todo's --> utilize the Excel Icon just above the Task List.

 

example.png

 

 

 

For Notes --> run a Report in PDF, Email, Text File...
View > Reports > Notes - Histories > Run Report


example.png



New Member
Posts: 4
Country: USA

Re: Exporting todo's

Thanks for the reply.