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Export tasks to Excel

Export tasks to Excel for external analysis or sharing.
  1. Sign in to ONESOURCE Workflow, then select
    My Tasks
    .
  2. Select the
    Active
    ,
    Completed
    , or
    Future
    tab.
  3. Select filter options in the
    Filters
    pane to refine your task list.
  4. Select
    Export
    , then select 1 of the following options:
    1. Export Tasks
    2. Export Consolidated
  5. Enter a new file name or leave the default name in the
    File Name
    window.
  6. Select
    Export
    .
  7. Go to the
    Process Queue
    screen to download the file.
  8. Select the
    Export
    tab.
  9. Select
    Download File
     next to the file you want to download, then save the file.