How do I Export Activities in Apptivo?

February 22, 2018 10:45am by Apptivo FAQ

Posted In: Tasks | Calendar | Call Log

Answered on February 22, 2018 11:05am by Ishwarya Venkatesh

Having Activities is great, but wouldn’t it be awesome if you could export those activities in a flash? Yes. You can now export the following activities from the Apptivo Homepage to a .CSV file - Events, Tasks, and Call Logs. Follow the steps to export activities to .csv. For instance: We will consider “Events” which needs to be exported.

Steps to Export Activities in Apptivo
  1. Login to Apptivo and select “Calendar” icon from the home page.calendar
  2. Calendar home page will be viewed. Move on to “Table View” icon to view your events in table format.table view of events
  3. Select the Events which you want to Export to .csv file. On selecting the events, “Bulk Action” button gets activated.export events
  4. Tap on “Bulk Action -> Export -> .csv -> All fields or Current fields”. The events get downloaded and you can view those events in .csv files.csv files
  5. Similarly, you can also export Call logs and Tasks by following the same procedure.

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