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My Tasks

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.

This article applies to:

  • Product: ONESOURCE WorkFlow
  • Subject: Export