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How to export plans and tasks

Learn how to export plans and tasks

Claudette Albers-Reid avatar
Written by Claudette Albers-Reid
Updated over 6 months ago

Updated 15th November 2024

PSOhub does not currently offer a direct "Export to Excel" feature for plans. However, you can export this information through the All Tasks page. This guide will walk you through the steps to generate this report.

Navigate to the All Tasks Page

  1. Log in to PSOhub.

  2. From the main menu, select Plans.

  3. Under the Plans section, locate and click on All Tasks. This page displays a comprehensive list of all tasks across your plans.

Filter and customize the report

  1. In the top-right corner, click on Edit Columns

  2. From the dropdown menu, select the fields you'd like to include in your export. Select columns and only include information that's needed

Export the task report

  1. Once the desired tasks are showing on the All Tasks grid, click on Export to Excel in the top-right corner.

  2. Save the exported file to your computer.

  3. Open the exported file in your spreadsheet software (e.g., Microsoft Excel or Google Sheets).

  4. Review the data and adjust formatting as needed for reporting or sharing.

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