Export present, past, and upcoming tasks in both PDF and CSV formats!

Use case examples:

• Exporting a PDF list of upcoming assessments due for a specific service user/staff member or group or service users/staff

• Exporting a PDF list of all tasks for a specific service user over the past 3 months

• Exporting a CSV list of all tasks within the last year to run external analysis

1. Go to the Exports feature from the Dashboard (of if you're in Tasks, click the 'Export' button on the top, right-hand side of the page)

2. Set your filters (any combination of Staff, Service User or Task Type)

3. Set your specifics:

   1. Current Tasks -today's tasks + overdue

   2. Specific day

   3. Date ranges

   4. Upcoming tasks (all upcoming non-recurring tasks and the next recurrence of all recurring tasks)

4. Click the 'Tasks (PDF)' and/or 'Tasks (CSV)' to export

Example Tasks Export Selection: