Exporting Tasks (No contact info)

I have exported a list of tasks but it doesn't include the contact details of the associated task. Is there a way of including this information? In insightly can see the info I need on the spreadsheet by clicking on the task and going to 'related' then the contact info (which would include email and/or telephone number). The current exported task list is not much use to me for following up as the contact info is excluded. Thanks



1 comment
  • Hi, Have you tried a Contact Activity Report? 

    • Reports -> Contact Report -> Contact Activity Report

    You can also go from the Tasks side: 

    • Reports -> Task Reports -> Task Report & then add in a column for Linked Contacts

    Hope that helps. 

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