Export Tasks CSV
Downloads the tenant's tasks as a native-format CSV. Re-importing the file updates
tasks matched by Code. Use this as the template for the native import format.
Client visibility applies: a restricted user exports only clientless tasks and
tasks for clients they can see.
Optional filters (with none, the export is the full visible dump):
- status: one or more task statuses
- dateRange: a preset range (ThisQuarter, ThisMonth, ...), or CustomDateRange with startDate and endDate
- dateBasis: which date the range filters on — Any (default: start, due, or statutory in window), StartDate, DueDate, StatutoryDate or CompletedDate
Parameters
| Name | Type | Description |
|---|---|---|
| tenant* | path string | The Tenant.Code |
The Tenant.Code |
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| status | query array | Filter by task status(es) |
Filter by task status(es) |
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| dateRange | query string | Preset date range. If CustomDateRange, startDate and endDate are required. |
Preset date range. If CustomDateRange, startDate and endDate are required. |
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| startDate | query string | Export tasks from this date. Only valid when dateRange=CustomDateRange |
Export tasks from this date. Only valid when dateRange=CustomDateRange |
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| endDate | query string | Export tasks up to this date. Only valid when dateRange=CustomDateRange |
Export tasks up to this date. Only valid when dateRange=CustomDateRange |
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| dateBasis | query string | Which date field the range filters on: Any (default), StartDate, DueDate, StatutoryDate or CompletedDate |
Which date field the range filters on: Any (default), StartDate, DueDate, StatutoryDate or CompletedDate |
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