How to Export Tasks to CSV

Exporting tasks to CSV allows you to analyze data externally and generate custom reports in a practical way.

1st Step: Accessing the Tasks Module

In the upper left side menu, click “Tasks” to open the tasks area.

You can apply filters to select a subset of tasks before exporting, if needed.

2nd Step: Exporting the Task List to CSV

1. In the upper right corner of the task list, click the “Export to CSV” button represented by the download icon.
2. A dialog window will be displayed requesting export confirmation.
3. Click “Confirm” to start downloading the file.

3rd Step: Downloading and Verifying the CSV File

1. The download will start automatically, and the file will be saved in your computer’s downloads folder (e.g., octapipe-tasks-YYYYMMDD.csv).
2. Open the CSV in any spreadsheet editor to validate the content. It will contain columns such as:

• uuid (Universal unique identifier of the task)
• title (Task title)
• description (Task description)
• status (Task status)
• priority (Task priority)
• start_date (Task start date)
• end_date (Task end date)
• start_time (Task start time)
• end_time (Task end time)
• owner_user (Task owner)
• creator_user (User who created the task)
• pipeline_card_uuid (Universal unique identifier of the pipeline card to which the task belongs)
• creator_user_uuid (Universal unique identifier of the user who created the task)
• owner_user_uuid (Universal unique identifier of the task owner)
• created_at (Task creation date and time)
• updated_at (Last task update date and time)

Best Practices:

• Apply filters before exporting if you need a specific subset of tasks.
• Verify dates in “start_date” and “end_date” for time-based reports.
• Use a reliable editor to ensure special characters are displayed correctly.
• Protect the CSV file if it contains sensitive data.
• Update exports regularly to keep external reports synchronized with the task database.

Conclusion:

You have learned how to export the task list to CSV, from confirming the export to validating the generated file. If you have any questions, contact our support team.