How do you export client notes and completed tasks?

Hi, For compliance purposes our business must maintain a record of all notes and tasks in file on google drive. Does anyone know how to export all notes and tasks into a pdf or excel?

Hi Hayley:

Go under ‘admin’ - ‘reports’ and run the ’task note report’

That will give you all tasks and notes.

Do a search with no criteria (or date criteria if you only want certain dates).

When that list comes up, click the checkbox at the top left of the grouping to select all, then use the ‘actions’ dropdown to ‘export’

That will export a CSV with all your data.

Hope that helps.


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