What you'll need
You can download up to 10,000 actions at a time. Use filters to narrow your results and export in smaller batches.
Download actions as CSV or Excel
Select Actions in the sidebar or select it in More.
If you're on Board or Calendar view, change it to List view.
Apply filters to narrow down the results you want to download. You can also select the number of actions you want to download on the upper-left of the page.
Select all actions by checking the box on the upper-left of the list, then click the dropdown menu and select the maximum number. You can also download specific actions by checking their boxes.
Click Download at the bottom of the page and select Excel or CSV.
CSV and Excel column headers
Column header | Description |
|---|---|
Action ID | The unique identifier of an action for integrations. |
Unique ID | The unique ID of an action, which can be used to identify a specific action. |
Title | The title of an action. |
Status | The status of an action. |
Site | The site of an action. |
Priority | The priority of an action. |
Due date | The due date and time of an action, following the time zone of your computer system setting. |
Assignee | The assignees of an action. |
Inspection | The title of an action's linked inspection. This is not applicable for standalone actions. |
Inspection ID | The unique identifier of an action's linked inspection. This is not applicable for standalone actions and actions in archived inspections. |
Inspection item | The relevant question label of an action's linked inspection. This is not applicable for standalone actions and actions in archived inspections. |
Created by | The creator of an action. |
Created | The date and time an action was created, following the time zone of your computer system setting. |
Last updated | The date and time that an action was last updated at following your computer system setting's time zone. |
Template ID | The unique identifier of the template used for the linked inspection. This is not applicable for standalone actions. |
Description | The description of an action. |
Days opened | The number of days an action has been opened up until the current date or the number of days an action has been opened up until the first date the action was marked as complete. Please note that if an action was completed and then transitioned back to an open status, the number of days open will remain unchanged until the action is completed again. |
Completed date | The date when an action was first marked as complete. |
Template name | The name of the template used for the linked inspection. This is not applicable for standalone actions. |
Label | The label of an action. |
Asset | The asset of an action. |
Recurring | The indicator for whether an action is a recurring action or not. |
Type ID | The unique identifier of an action type. |
Type name | The selected type of an action. |
