Exporting actions in process to Excel
When I export the actions in a process from Wdesk into Excel using the Activity button, the report does not indicate the due date, assignee and approver for each activity. Is there a way I can run the report to include this information?
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Amy Couto Thanks for posting! Currently, we log the actual activities that happened (i.e. when the task was completed/approved and by who), but we don't show the original/planned info. We have heard this feedback and plan to make improvements to this experience. Until we have a solution released, I would recommend filtering the "Details" column by "Task sent for approval" and "Action completed" to help narrow down the results in your export. Please reach out any time with additional feedback or questions.
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Thanks for info, Katie! I've got you linked up to that body of work, Amy, so you can keep updated. Any other passers by can let me know if they'd like to be connected and I'll get you the hook-up too.
Have a great day and a happy Thanksgiving! 🦃🥧
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Hi, I'm having the same issue here. I would like to be able to monitor my due date and see where my team have completed task after the initial due date.
Thanks for considering it in your future update.
-Gab
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