Exporting a Task View to CSV

You can export a list of tasks within a View to a CSVA Comma Separated Values file. Each row in the file represents a record. When opened in Microsoft Excel®, each value appears in its own cell; when opened in Notepad®, however, the record’s values are separated by commas. file by performing the following actions:

Prerequisites: You must have the 'Grid Export' function enabled for your role.

1. Go to the Task Management page (page 1).
2. In the TasksA unit of work, such as a follow-up, review or request for information, which can be tied to a specific file. Management page, select the view (e.g. My Incomplete Tasks).
3. Click the Settings icon and choose Export. A confirmation message is displayed. The system creates a file name that contains the name of the view and the current date (e.g. My Incomplete Tasks_20160625).
4. Save the file to your directory.
5. When you open the CSV file, the content appears in the same column format as the View grid.

Note: The system exports all tasks displayed in the Views grid which is determined by the maximum number defined for search results in the MAX_SEARCH_RESULT_COUNT general system parameter. See General System Parameters List.