Advice and answers from the karmaCRM Team

You can export the list of tasks to a CSV file. Click on Tasks tab as below.

By default, the Home tab is opened. You can see the list of all tasks that are assigned to you.

In the left sidebar, click on Export Tasks link available in Actions section as below.

The page appears as below.

Select Export all tasks option, if you want to export the list of all tasks and not only of current page. Click on Export button. As you click on Export button, and you can see the page again where Home tab is opened by default.

You can download the exported list of tasks.

Note: If user does not have permission to export tasks, the Export Tasks link is not available.

Download the Exported Tasks

Click on Settings link available at the right side of the navigation bar.

Note: Only the karma account owner and the account admin can access this section.

Click on Backups and Exports link available in System section as below.

The Backups page appears as below.

You can see the details of export action in following columns:

  • Export: The asset name related to the exported file that is Todos.
  • Download: An option to download the exported file, using Download button.
  • Created: The date when you have exported the data of the corresponding asset.
  • By: The name of user who exported this data.

Click on Download button. The CSV file with exported list of tasks is saved to your system in zip file format.

Did this answer your question?