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Exporting Tasks and Conversations

Note: Parts of this feature are only accessible to Account Admins and Owners only.
Note: This feature is only accessible to Account Owners only.

Sometimes you want to export your work either to use in other tools or for backup purposes. It's easy to export to CSV. Here's how.

Navigate to the project or mailbox you'd like to export from and choose the filter you'd like to export and click the download icon.

Choose a filter and then click export

You can choose whether you'd like to export only the task or conversation data or if you'd like to include the comment and activity history as well.

Michael Sanders
Last updated: 
October 15, 2021