You can export your tasks from the Work List or Work Board if you need to analyse task data, prepare reports, or work with your data outside XBert.
The export downloads a spreadsheet containing work items visible in your current view.
What’s included in the export
The export file includes all tasks that match your current filters, including:
Task or XBert name
Client
Process
Status
Assignee
Due Date
Priority
Estimated time
Actual time
Creation date
Completed status
How to export
Go to the Work List or Work Board.
Apply any filters you want to use (e.g., date range, client, assignee).
Select the Actions icon at the top right of the header.
Choose Export to Excel.
Your export file will download automatically.
Things to know
The export reflects exactly what you see, this means that the work items in your current view are included.
You can re-sort or manipulate the exported data in Excel.
If you need to export tasks across clients or practice-wide, ensure your filters are set before exporting.