Available for Core and Advanced Plans
Open the Tasks dashboard
Select Tools in the top bar
Choose Tasks
This opens the Tasks dashboard, where you can view tasks across all files you have access to.
Filter tasks for export
Use filters to define which tasks you want to export. Filters allow you to narrow results based on criteria such as status, assignee, timeline, or file.
After selecting your criteria, select Search Tasks to generate the results.
Export tasks
Review the filtered task list
Select Export
Choose whether to export all results or only selected tasks
Complete any required fields marked with an asterisk
The export process may take a moment.
Receive the export
Once the export is ready:
You will receive an email notification with a download link
The file will be provided in XLSX format
A notification will also appear in the notification bell within Estateably
Exporting tasks allows you to track progress, review workloads, and manage tasks across files more efficiently.