Export Tasks and Task Results

You can export tasks and task results to Excel.

When you do this you can see the cases and tasks they originated from.

 

This makes it easier to reconcile tasks and results against cases.

  1. Use either of these methods to search for the tasks or task results you want to export:

    • Select Search > Tasks > General Task.

    • Select Search > Task Results > Task Result.

  2. Enter your search words in the field provided > Select Search.

  3. Select Export.

  4. Select the attributes you want to export.

  5. Select Export.