ForumsQuestionsExporting to Word
Exporting to Word
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Ricardo Reynoso |
Hi: I'm a marketing consultant and I'm using Toodledo to organize the tasks of my clients. I organized every client into a folder and the responsible of the task is a tag. It works great.
I organize a status meeting every week with my clients and I used to have a word format that becomes the day's agenda and after the meeting it becomes the contact report. So, I was wondering if is possible to export every task into a table in word (or excel) with this format: Task - Tag - Due Date - Status Objective: Notes: Next action: Thanks for the help |
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Jake Toodledo Founder |
You can export into a CSV file which is readable by Excel. You will then need to tweak the date in Excel to get it in the format that you want. The CSV export tool is in our "Tools" section under "Export".
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Ricardo Reynoso |
Ok. I will try to make the format in excel.
here is an image of the idea. http://www.creceminegocio.com/images/tasks.jpg Thanks This message was edited May 25, 2012. |
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