Tasks

Export tasks

Last updated: December 15, 2020

Applies to:

All products and plans

You can export the tasks in your HubSpot account by creating a report of the tasks and exporting the data in the report.

 

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.