Export tasks or expenses as CSV

Download a spreadsheet file of the tasks on the board or the expenses on the Expenses tab, as you've filtered them.

CSV files open in Excel, Numbers, Google Sheets and LibreOffice. Use them for insurance, resale paperwork or your own spreadsheets. CSV exports are included with Premium and Professional.

Export tasks#

  1. Open your project's Tasks tab.
  2. Set any search, filters, sort or Show completed you want. The file holds exactly the tasks the board shows, in the same order.
  3. Select Export tasks (CSV), beside Select.

The file has each task's title, room, priority, status, completion, assignees, due date, dependencies, time logged in minutes, materials still to buy, whether it's a milestone, and when it was created and completed.

Export expenses#

  1. Open your project's Expenses tab.
  2. Apply any filters you want.
  3. Select Export expenses (CSV).

The file has every field of each expense, oldest first, including the original currency, the exchange rate captured and its value in the project's currency.

Large exports#

Up to 5,000 rows, the file downloads straight away. A bigger export is made in the background: you get a notification and an email when it's ready, and the link works for 7 days.

How the file is laid out#

  • Headings and words, such as statuses and categories, are in your language.
  • Dates are written as year, month, day (2026-10-01), which spreadsheets read as dates in every language.
  • Numbers are plain, with a full stop for decimals and no currency symbol. The currency is in the column heading.

Members who can't see money get a tasks file without the materials column, and no expenses export.

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