Need to share task data outside of Workly? Export your project’s tasks to a CSV file that you can open in Excel, Google Sheets, or any spreadsheet application.
Export tasks
- Open the project you want to export
- Click the export option in the project toolbar or settings
- Choose Export to CSV
- The CSV file downloads to your computer
What’s included
The CSV export includes all task data:
- Task name
- Status
- Priority
- Assignee
- Due date
- Section
- Custom fields — All custom column values
- Created date
- Updated date
Use cases
- Reporting — Create reports and charts from task data
- Sharing — Share project status with stakeholders who don’t use Workly
- Backup — Keep a local backup of your task data
- Analysis — Run analysis on task data in spreadsheet tools
Frequently asked questions
How do I export tasks from Workly?
Open the project, click the export option in the toolbar, and choose Export to CSV. The file downloads with all task data including names, statuses, priorities, assignees, and custom fields.
What data is included in the CSV export?
The CSV includes task name, status, priority, assignee, due date, section, all custom field values, and created/updated dates.
