Exporting a Filtered Task List

Exports from TermSheet will reflect the data that is being shown on the screen

TermSheet Task Lists  can be exported into either PDF or CSV format. Task Lists will be exported exactly as they are seen within the web application. 

To export a subset of tasks from a task list, users can apply filters to the task list to display a filtered list of tasks. When "Export" is selected, the PDF / CSV export will only export the filtered list of tasks. 

💡Things to Consider

⚙️Steps

1. Navigate to the Task List. 
2. Select the "Filters" option
3. Select "Apply" to filter the task list. 
   An example may be to filter by "Status In 'In Progress'"
4. Select Export
5. Select the File Type as PDF or CSV
6. Select Download. 
7. The downloaded export should only show the tasks from the task list that match the filter criteria.