No opportunities on exported tasks list

Hi.

I added an opportunity to tasks

1) one for closed one

2) one for active one

BUT I do not see them - I named opportunity "10" - but do not see itin the exported table

Why?

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4 comments
  • Hi Sebastian:

    Can you share a little more on how you are processing the export (is it a report or a filtered list for example) with an example Task record that isn't displaying properly in your export file?

    Thanks in advance for your help!

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  • Hi Lyla.

    1. I went to Tasks

    2. I chose export

    3. I opened a file, found this task - and saw (like on the attached file) no Opportunity in the "RelatedOpportunity" column

    PS

    You still have no option to write down number of minutes spent on a task - so I came to an idea that I will create a bunch od Opportunities - 5, 10, 15, 30 etc that equal number of minutes I needed for a task.

    Than I make tasks' export, filter out the project and sum up the "RelatedOpportunity" column - in order to have number of minutes I spent (in a month) on a project

    Only one Opportunity will be added for a one task - so it will be easy to sum up "number of minutes" needed for tasks withis a project

    Am I clever? :)

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  • You can check in on my account that there are no Oppotunity in the "RelatedOpportunity" column - I have two such tasks (with Opportunity'name "10")

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  • Hi Sebastian:

    We'd like to take a look at your export file so I'll reach out to you offline and keep your data private. You'll get another email from Insightly in your inbox for this so please keep an eye out for it.

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