From the DataScope Web Platform, you can export information about the tasks assigned to your team. You can apply filters before exporting to check the tasks for a specific period, user, form, or status.
💡 What do I want to export?
If you need to... | Do this |
Export the list of assigned tasks to Excel | Use the Export button in Task Assignments, as explained in this article |
Keep your tasks automatically updated in a spreadsheet | Use the Google Sheets integration |
Export the answers of completed forms | Use Export in Home |
To learn how to export answers, see: How do I view and export answers from the Web Platform?
To learn how to connect your tasks to a Google spreadsheet, see: How do I integrate my assigned tasks with Google Sheets?
📤 Steps to export assigned tasks
Log in to the DataScope Web Platform.
Go to Task Assignments.
Use the available filters to select the tasks you want to include in the export. You can filter by Date, Location, Form, Status, Users, Assets, Origin, or Task ID.
Check the results to confirm they match the information you need.
Select Export.
In the Export assigned tasks window, check the date range that will be exported. You can change the File name before exporting.
Select Export to generate the Excel (.xlsx) file.
📌 Important: the export includes the tasks whose execution date falls within the applied date range, and takes into account the filters you applied. Before exporting, check the period and the selected criteria to make sure you include the right tasks.
By default, Task Assignments shows a 15-day range. If you need more tasks, widen the Date filter before exporting.
📋 What information can I export?
The export lets you check details of the assigned tasks, such as the assignment date, the responsible user, the Location, and the expected date to complete the task.
The available information will depend on the data recorded for each task.
To learn about task statuses, see the section on monitoring in: How do I assign a task to a user in DataScope?
❓ Frequently asked questions
What format is the task list exported in? In an Excel (.xlsx) file.
Can I change the file's name? Yes. The Export assigned tasks window lets you change the file's name before exporting.
Which tasks does the file include? The tasks whose execution date falls within the date range applied in the Date filter, and that meet the other filters you applied.
A task is missing from the file, why? Check the Date filter's range, since 15 days are shown by default, and that you don't have other filters applied, such as Status, Users, or Origin.
How do I export the answers of the forms from tasks? Completed answers are in Home. See: How do I view and export answers from the Web Platform?
Can I keep my tasks updated in a spreadsheet without exporting every time? Yes. With the Google Sheets integration, tasks are added to your spreadsheet as they're created.