1. Feature Overview
Export tasks from LeadSquared directly from the Tasks page in an Excel file. This makes it easy to analyse data, share updates, and track your users’ performance offline.
Note: All user roles, including Sales users, can export tasks by default. Admins can restrict export access using Permission Templates.
2. Prerequisite
Any LeadSquared user can export tasks.
3. Export Tasks
- Navigate to Lead Management>Tasks, and select the List View.
- Select the tasks you want to export. You can choose specific tasks or export all tasks on the page.
- To export all the tasks visible on the page, click the checkbox on the top-left corner, under the searchbox.
- Hover on the three-dots menu, and click Export Task.
- On the Export Task pop-up, choose to export –
- All Fields – This includes all configured task fields for the selected tasks, along with key lead identifier fields.
- Selected Fields – You can select the task and lead fields you want to export.
- Once you’re done, click Export. The CSV file is saved directly to your desktop.
Note:
- You can only export tasks from the List View.
- By default, you can export up to 100,000 tasks from your account. To increase this limit to 500,000 records, contact your account manager, or write to support@leadsquared.com.
Any Questions?
We’d love to hear your thoughts on this article and the tasks feature in general. Feel free to start a conversation in the comments section below.
