Product Ideas Portal
Change Tasks CSV download to a table of tasks with contact info vs. lead export with tasks
This feature has been implemented. Please reach out to support@getbrokerkit.com with any questions about it.
We are excited to announce a new feature that will make it easier for you to manage your tasks. With the new task download feature, you can now export a CSV file of all your tasks, including the task attributes and contact information. This will make it easy for you to track your progress and stay organized.
To download a CSV file of your tasks, simply navigate to Tasks in the top left navigation and click on the "Download Tasks" button in the task list. You will then be prompted to select the date range for the tasks you want to export. Once you have selected the date range, click on the "Download" button.
The CSV file will be downloaded to your computer. You can then open the file in a spreadsheet program to view the data.
We hope you find this new feature helpful. Please let us know if you have any questions or feedback.
Here is an animation of how it works: