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Task Management

Exporting Tasks to CSV
Getting Started with Tasks Creating and Editing Tasks Task Lists: Organizing Your Tasks Recurring Tasks Assigning Tasks to Team Members Bulk Task Actions, Moving, and Copying Tasks Task Templates Task List Templates Filtering, Searching, and Sorting Tasks Task Notifications and Reminders Viewing Tasks on Contacts, Companies, and Households Exporting Tasks to CSV Using Tasks in Workflows

Task Management

Getting Started with Tasks Creating and Editing Tasks Task Lists: Organizing Your Tasks Recurring Tasks Assigning Tasks to Team Members Bulk Task Actions, Moving, and Copying Tasks Task Templates Task List Templates Filtering, Searching, and Sorting Tasks Task Notifications and Reminders Viewing Tasks on Contacts, Companies, and Households Exporting Tasks to CSV Using Tasks in Workflows

Exporting Tasks to CSV

You can export tasks from LeadCenter as a CSV file for reporting, analysis, or sharing outside the platform. The export reflects the tasks currently shown based on your active filters.

How to Export Tasks

  1. Go to Tasks.
  2. Apply any filters you want.
  3. Click Actions → Download CSV.
  4. A confirmation message appears letting you know the export is being processed.
  5. You will receive an email with the download link when the export is ready.

Task exports are processed in the background rather than downloaded immediately in the browser.

LeadCenter generates the CSV file using the tasks currently included in your filtered view.

What the Export Includes

The CSV export includes task data from the current task view. Depending on your tasks and filters, exported columns may include:

  • Task title
  • Status
  • Priority
  • Owner
  • Creator
  • Due date
  • Due time
  • Category
  • Task list
  • Linked contact
  • Created at
  • Updated at

The exact columns may vary depending on your account setup and task data.

How Filters Affect the Export

The export uses the same task set currently shown in the Tasks page. This means if you apply filters before exporting, only those matching tasks are included in the CSV.

For example, you can export:

  • Only tasks owned by a specific user
  • Only overdue tasks
  • Only tasks in a certain category
  • Only tasks from a specific task list
  • Only recurring tasks

Tip: Use filters before exporting so your CSV contains only the tasks you actually need.

Why Export Tasks

Exporting tasks is useful when you need to:

  • Review task workload outside LeadCenter
  • Share task lists with someone who does not need direct system access
  • Prepare spreadsheets or reports
  • Audit overdue or completed work
  • Analyze task ownership and follow-up activity

Best Practices

  • Apply filters before exporting so the file includes only the tasks you need.
  • Use exports for reporting, spreadsheet analysis, or sharing task data outside LeadCenter.
  • Watch for the email with the download link after submitting the export request.
  • Download the file promptly after receiving the email.

Frequently Asked Questions

Why do I receive the CSV by email instead of an immediate download?

Task exports are processed in the background so you can keep working while the file is prepared. Once the export is ready, LeadCenter sends an email with the download link.

Does the export include completed and cancelled tasks?

The export reflects your current filters. If your filters are set to show only open tasks, only open tasks are included. Set your filters to include everything if you want completed and cancelled tasks in the export.

How long is the download link valid?

The download link is temporary, so it is best to download the file soon after receiving the email.

Need help? Contact support@leadcenter.ai.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.