Bitrix24Care

Export tasks

You can use external services such as Microsoft Excel and Microsoft Outlook to work with tasks in Bitrix24.


Export tasks to Microsoft Excel

To export the task list to Excel, go to the Tasks and Projects section, click the gear icon and select the Export to Microsoft Excel option.

After that, the file with all your active tasks will be unloaded. The table columns will display the fields selected in the task list.

The export includes only a set of fields from the task, the comments to the task are not transferred.

If you want other fields to be displayed, include them into the task list view.


Synchronize tasks with Microsoft Outlook

For the full synchronization, you need the 2007 Outlook version or later ones.

You can work with your tasks in Outlook. Click the gear icon and select Synchronize list with Outlook.

Go through all setup steps and your tasks will be synchronized.


Create tasks in Outlook

Click the Create task button in the upper left corner.

Make the necessary settings for the created task. Be sure to specify the person responsible for the task.

For convenience, you can import contacts into the MS Outlook address book and then select the responsible person from it. Read more information in the article: List of employees.

Was this information helpful?
Optional:
Article feedback
Could you please tell us why:
Article feedback
Integration specialist assistance
Go to Bitrix24
Don't have an account? Create for free