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  3. Export / Download CSV
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  3. Export / Download CSV

Export / Download CSV

Do you need to share data with your colleagues or clients, another way than in Freelo? Sometimes it is useful to send data in classic tab. Maybe you also need to print some tasks for a meeting.

Export or download:

  • To-Do list data
  • The whole project
  • Reports
  • Export structure

Exports

To-Do list and project exports include the structure of tasks and subtasks.

Export a To-Do list

Do you need to copy the current structure of To-Do list? You don’t need to rewrite anything, simply just export it. The text form can be entered as a new project template.

Feature Export is in every To-Do list in three-dot menu on the left from To-Do list name. Click Export.

How to export structure of one To-Do list.
How to export structure of one To-Do list.

The export can include completed sub/tasks, first comments of the sub/tasks, solvers and priority. It’s up to you. Choose in next window and confirm via Export.

Choose what data will be exported here.
Choose what data will be exported here.

Copy the exported data via Copy to clipboard green button.

Copy exported structure and re-use it.
Copy exported structure and re-use it.

The exported structure of To-Do list input as a new To-Do list via feature Add more features, when creating new To-Do list. This is great help when creating typified projects and To-Do lists, that are always similar. It also helps to keep the same process or improve it time to time.

How to add multiple tasks to TO-Do list.
How to add multiple tasks to TO-Do list.

Export all To-Do lists

How to export all To-Do lists in one project.
How to export all To-Do lists in one project.

This feature helps you to export the whole structure of the particular project. Go to project detail > click red title To-Do lists > find three-dot menu on the right and click Export. Choose what data you want to include > Copy to clipboard.

Export a task

Need to export the structure of a single task? Of course Freelo can do that! You can even choose from two options.

The first option is to click on the three-dot menu next to the task name and select Export.

This is where you can export the task structure.
This is where you can export the task structure.

The second option is to select Export in the right menu on the task detail.

Here you can also export the task structure.
Here you can also export the task structure.

Whichever of the above options you choose, in the next step you select, similar to the To-Do list export, whether you want to include completed subtasks, comments and other components and the export is completed.

You can paste the exported structure into Freelo and easily create a new task using this template. A detailed description of creating tasks from the text template can be found here.

Download CSV file (table)

CSV file is good when you need to send an overview to your boss or client. Exported file is in CSV tab format.

There are following information: name of the project, To-Do list, task, deadline, solver, date of creation, date of completion, notes, reported time / cost, count of comments etc.

CSV in To-Do list

Go to three-dot menu on the left from To-Do list name > click Download (CSV) and the downloading automatically starts.

How to download CSV report of one To-Do list.
How to download CSV report of one To-Do list.
CSV table includes – project name, To-Do list, task, link, task status, solver, deadlines, information about creating, author, number of comments, number of subtasks, number of finished subtasks and details about time/cost tracking.

CSV for project

Go to section Projects in upper blue section > All projects > every project has three-dot menu on the right > select Download (CSV). You can download and export any project in Freelo.

How to download CSV report for the whole project.
How to download CSV report for the whole project.

Export data from Freelo

A complex data export from Freelo can be useful if you are terminating a paid plan or want to have a regular complete backup. The export includes everything from comments to files. The data will be emailed to you in a ZIP file and will probably take some time (maybe 1-2 days).

Go to Settings via the avatar in the top right corner. Find the Import & Export section in the top bar.

To export data from Freelo, go to Settings.
To export data from Freelo, go to Settings.

Below the page, click on Export data from Freelo and then Request Data Export.

Click Download the data from my account.
Click Download the data from my account.
Click Request Data Export and we will start working on it.
Click Request Data Export and we will start working on it.

You will also get a warning that it will take some time to prepare the data. Once the export is ready, we will send it to your registration email or you can find it directly on the export page in Freelo.

The data may take some time to prepare and we will send you an email when it is ready.
The data may take some time to prepare and we will send you an email when it is ready.
Updated on 21.11.2022

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