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  3. Export / Download CSV
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  3. Export / Download CSV

Export / Download CSV

Do you need to share data with your colleagues or clients, another way than in Freelo? Sometimes it is useful to send data in classic tab. Maybe you also need to print some tasks for a meeting.

Export or download:

  • To-Do list data
  • The whole project
  • Reports
  • Export structure

Exports

To-Do list and project exports include the structure of tasks and subtasks.

Export a To-Do list

Do you need to copy the current structure of To-Do list? You don’t need to rewrite anything, simply just export it. The text form can be entered as a new project template.

Feature Export is in every To-Do list in three-dot menu on the left from To-Do list name. Click Export.

How to export structure of one To-Do list.
How to export structure of one To-Do list.

The export can include completed tasks and subtasks. It’s up to you. Choose in next window and confirm via Export.

Select data, that you want to include.

Copy the exported data via Copy to clipboard green button.

Copy exported structure and re-use it.
Copy exported structure and re-use it.

The exported structure of To-Do list input as a new To-Do list via feature Add more features, when creating new To-Do list. This is great help when creating typified projects and To-Do lists, that are always similar. It also helps to keep the same process or improve it time to time.

How to add multiple tasks to TO-Do list.
How to add multiple tasks to TO-Do list.

Export all To-Do lists

This feature helps you to export the whole structure of the particular project. Go to project detail > click red title To-Do lists > find three-dot menu on the right and click Export. Choose whether you want to include completed tasks and subtasks > Copy to clipboard.

How to export all To-Do lists in one project.
How to export all To-Do lists in one project.
Example how export the whole project.

Download CSV file (table/Excel)

CSV file is good when you need to send an overview to your boss or client. Exported file is in CSV tab format.

There are following information: name of the project, To-Do list, task, deadline, solver, date of creation, date of completion, notes, reported time / cost, count of comments etc.

CSV in To-Do list

Go to three-dot menu on the left from To-Do list name > click Download (CSV) and the downloading automatically starts.

How to download CSV report of one To-Do list.
How to download CSV report of one To-Do list.
CSV table includes – project name, To-Do list, task, link, task status, solver, deadlines, information about creating, author, number of comments, number of subtasks, number of finished subtasks and details about time/cost tracking.

CSV for project

Go to section Projects in upper blue section > All projects > every project has three-dot menu on the right > select Download (CSV). You can download and export any project in Freelo.

How to download CSV report for the whole project.
How to download CSV report for the whole project.
Updated on 13.5.2021

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