You can also export your tasks to excel. This is especially convienient if you want to manage and report on your tasks.
To export tasks to excel
- In the CRM tab, choose an Opportunity or People record.
- Select Tasks in the left-hand panel.
- Use the filters on the left-hand side to retrieve the tasks
- Click on the Export to Excel button
- Your tasks will download into an export spreadsheet.
Using new Mercury
1. In CRM, select Tasks from the left hand menu, adjust filters if necessary.
2. Right-click on tasks, Export.