Download the Workplan as a CSV file
complete
S
Scott Howell
I would like to be able to export my workplan as a Excel doc to import into excel or google docs. Currently the feature in the Gear icon in the top left is only available to print.
Michele McCoy
marked this post as
complete
Apologies on the delayed response but we are excited to announce that this was released with the new Workplan 2.0!
This updated feature offers:
-Custom Views: Switch between List and Card Views
-Simplified Navigation: Faster, more intuitive UI
-Quick Action: Complete tasks quickly with updated action buttons
-Unified Access: Personal, store, and enterprise tasks from one screen
https://drivecentric.canny.io/changelog/work-smarter-with-workplan-20
Drew Adler
marked this post as
in progress
R
Rebecca Karr
Was just going to add this request -- when printing out a workplan it currently does generic columns instead of my custom ones I have in place. If I hit print, shouldn't it print what I have currently on the screen and not what it wants? This is the current print option, I'd like to have the phone #, source and even sales rep showing, definitely don't care about the specific action.
Shawn Goebel
marked this post as
planned
Shawn Goebel
Scott Howell Good news, we are planning to introduce this functionality with out new Workplan re-write we are working on! We don't have an ETA when it will be available to us however keep a look out for messaging from our team about it! I am going to mark this one as planned! Thank you again and have a great day!
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Nicole Ritter
Agreed- I have several users working out of a task bucket, and would like to filter some tasks based on age or available contact info to different users, but until this is available for export to a spreadsheet, there isnt a good way to do it.
Shawn Goebel
marked this post as
gathering votes
Shawn Goebel
Scott Howell Thank you for the feature request! I am going to move this one to Gathering Feedback to see what other users think about it! Thank you and have a great day!