Downloading a task list as an .XLS file offers flexibility, control, and convenience. Open, view, and edit tasks in spreadsheet programs like Excel or Google Sheets, even offline. You can sort, filter, and organise data to suit your workflow, back up important information, and share it with others who may not have access to your task management tool.
Contents
Prerequisites
None.
Exporting a list
Click the Tasks icon on the left-hand side menu. If you want to export a filtered list of tasks, select a filter option (Basic or Advanced), and then enable one or more filters.
If you enable a filter, the Export tool downloads the filtered task list.
To download the list, click the three-dot button and select Export (.xls). BrokerEngine creates a spreadsheet and downloads the file to your device.
