Tasks

Export tasks

Last updated: November 18, 2020

Applies to:

All products and plans

You can export the tasks in your HubSpot account.

Export tasks without associations

If you want a simple export of tasks, you can do this in your tasks home.

  • In your HubSpot account, navigate to Sales > Tasks.
  • Select the checkboxes next to the tasks to export.
  • In the header row, click download Export.

  • In the dialog box, click the File format dropdown menu and select a format for your exported file.
  • Next, select the properties you want to include in your exported file.
    • Include only properties in columns: include only the properties currently set as columns on the Tasks dashboard. To customize the columns, click the Actions dropdown menu in the upper right, then select Edit columns. Select the checkboxes next to the properties to include, then click Save
    • Include all properties: include all task properties in your export. 
  • Click Export. You'll receive an email with a download link to your export file. 

Please note:
  • The Activity created by column in the export file refers to the user that is assigned the task.
  • The Activity date column in the export file refers to the due date of the task, not the date where the task was created.
  • The Associated with column cannot be exported.

Export tasks with associations

To export the incomplete tasks in your HubSpot account with associations to your records:

  • In your HubSpot account, navigate to Reports > Reports.
  • In the upper right, click Report library.
  • In the upper right, search for Tasks.
  • Locate the Tasks incomplete assigned to all reps by activity date report and click Save report.
  • In the right panel, click Save.
  • In the upper left, click Back to reports.
  • Hover over the Tasks incomplete assigned to all reps by activity date report, click the Actions dropdown menu, and select Export.

  • In the dialog box, enter a name for the export and click the File format dropdown menu to select the file format you want the export to be in.
  • Click Export. You'll receive an email with a download link to your export file.

If you have access to custom single object reports, you can create an Activities report that contains the Association properties you want and filter it by Activity type to contain only tasks. You can further customize the report to get the data you want and in the Data tab, click Export in the upper right.