Overview
Analyzing tasks, building reports, keeping track of your work, or sending over task details to someone outside of GUIDEcx is now simplified by the ability to export!
User Access
All internal users (Admin, Managers, Guides, Task Owners, and Contributors) can export tasks and project plans!
How to Export Tasks & Project Plans or Templates
You can export a list of tasks from the "Tasks" page found in your left-hand menu column.
Use the filters to narrow down the list to just the tasks you need.
Select "Export" in the upper right-hand side
You will get an email link that will prompt the download.
Best Practices
Looking to export a specific project plan? Simply use the option for Project Name and clear the additional filters, click apply and this will pull up every task within the project.
Use this to export a template by creating a test project with that template and selecting the test project in filters in the task tab to see and export tasks in that project.
Utilize Task Tags to be able to filter for tasks you want to be categorized together
Save your filters!
When you turn a project into a template, it will take whatever duration you have from the project (so if the project takes 30 days, but you adjusted to project end date to be 10 days) then the newly created template will have a duration of 10 days, when in reality it should have 30.
Frequently Asked Questions
Where will the export be sent?
Where will the export be sent?
Exported tasks will send to the email that was used to sign in to GUIDEcx! You will get an email link that will prompt the download.
Can I export tasks that are assigned to other people?
Can I export tasks that are assigned to other people?
Admins, Managers & Guides can export tasks that are assigned to other people. Task Owners and Contributors only have access to their own tasks.
How long does it take to receive my export?
How long does it take to receive my export?
Exports can take longer than 10 minutes depending on the number of tasks