Exporting a Task to Excel

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

1. In the CRM tab, choose an Opportunity or People record. 
2. Select Tasks in the left-hand panel.
3. Use the filters on the left-hand side to retrieve the tasks 
4. Click on the Export to Excel button
5. 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.