ou are now able to export present, past and upcoming tasks in both PDF and CSV formats. Task exports are accessible via the 'Export' button on the top right hand side of the tasks feature and also within the dedicated Exports feature. Exporting tasks can be filtered by any combination of Staff, Service User or Task Type. Exports can also be filtered by current tasks (todays tasks + overdue), specific day/date ranges or upcoming tasks (all upcoming non-recurring tasks and the next recurrence of all recurring tasks).

Tasks Export Selection

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

Example Tasks Export PDF

Did this answer your question?