Open task export

[AriumSC]

Hi,
It would be a helpful tool to be able to export all open task from a selection of projects and export them to an excel file.

 

[Megan M.]

Hey there!

An export of Tasks is not available today, but I'm passing your request to the Product team! I can't make any promises, but I can guarantee it will get in front of the right people!

A couple of things that might get you close in the meantime:

• My Stuff pulls everything assigned to you across every Project into one view, so if you're mainly tracking who-owes-what, that's the fastest place to see open items without clicking project to project.
• Checklists export to CSV. If some of this recurring work could live as a checklist instead of loose tasks, you can pull it from Company Settings → Exports (or the Checklists page on web), pick your date range, and get a spreadsheet emailed to you. For punch lists and inspections, that's often a cleaner fit than Tasks anyway.
• If you're comfortable with a little setup, our MCP, API, and Zapier connection can push Task and Checklist data into a Google Sheet or a CSV file as it's created, so you've got a running list instead of a one-time pull. It might take a little experimentation on your end, but these tools can open up a lot of doors regarding what you can do with your CompanyCam data.

Thanks again for bringing this up! Keep the requests coming!