To download Task data on the CRM dashboard, you can do it in two ways, namely Download Selected and Download All. To perform a data download task, you can follow the steps below.
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Go to Task menu.
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Check the tasks you want to download, then click “Download” and select “Download Selected”.
- But if you want to download all Task data, you can simply select Download All.
- Currently, there is an additional Reporter column in the table on the Task page. The Reporter column is used to identify the user who created or uploaded a single task via a template. -
If the following notification appears, it means that the data download is being processed.
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To check the data download progress, you can see it in the Properties menu, then select the “Upload/Download” menu.
