How It Works
To download a report of tasks you have scheduled on Workyard:
Log in via workyard.com and navigate to the Tasks & Schedule main menu option
From here, click on the Download Report button
The Download Task Report dialogue box will appear with the following options:
Assignees: Select team members
Start Date Range: Select the date range of tasks you'd like to download based on the start date of the task
Projects: This field is optional. Filters tasks included in the report based on the assigned project. Leave this field blank if you'd like to include all projects.
Task Labels: This field is optional. Filters tasks included in the report based on the task label. Leave this field blank if you'd like to include all task labels.
Report Format: Select .CSV for a spreadsheet or .PDF.
Click Download once you're ready to download the file to your computer.
What's displayed in the reports?
The task reports will include the following information:
All the task attributes, such as: Title, Status, Start & Due Date & Time, Assignees, Project, Labels, Watchers
Checklist Items: The description of the checklist item and its status
Task Notes & Images: Any task note descriptions or images attached shared on the task
Are there any limits in the range that can be downloaded?
PDF reports are limited to 200 tasks. CSV reports do not have any limits. If you are downloading a large volume of tasks the CSV report may take a few minutes to download.
Our customer support team is always here to help if you have questions or would like some help. Contact us at email@example.com or message us via the Help icon.