How do I export my tasks?

We recommend working on your Tasks page within the application, but there may be an occasion in which users need to export a list of their tasks.  To do so, you will Select the PDF icon at the top right of your Tasks page.   

From here, you may select any filters and select the “View Report” button.  You can download the report as PDF (or Excel if you’ve been granted access to this option by an Admin).  You may also wish to schedule this report to be emailed on a reoccurring basis.  Select the “Schedule” button to set your email preferences.