Export the Task List to CSV
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r
rapid dev
Jonathan Pinto
Need to export your GoHighLevel (GHL) data? We built a tool for that.
Whether it's for compliance, reporting, migration, AI analysis, or just keeping a backup, this tool lets you export your GHL data into clean, structured CSV or JSON files. Works well even with large datasets.
What you can export:
Conversations – Full conversation threads with contact details
Messages – SMS, Email, WhatsApp, Messenger, Instagram DM & GBP messages
Notes – Per contact or bulk export across all contacts
Tasks – Filter by assignee, status, due date and more
Opportunities – Pipeline deals with stage, value and contact info
Form Submissions – Responses from any form in your location
Links – Trigger links and their details
Templates – SMS, Email and WhatsApp templates
Voice AI – Call logs with agent, duration, summary, transcript, and call details
We ship fast. New feature requests are built and deployed within 24 hours.
Have an idea or need something custom? Raise a request inside the app.
Install:
J
Jeorge Ignacio
HighLevel Product & Development Team,
I would like to formally submit a feature request based on a current operational need within our account.
Request Summary:
We are looking for the ability to generate and export a task completion report that includes:
• Task Title
• Assigned User (per person)
• Date range filter (example: 1/1/26 – 3/1/26)
• Task Status (Completed / Pending)
• Excel export capability
Currently, filtering within the Tasks section allows us to narrow results by date and user; however, there is no native option to export the filtered results to Excel for reporting and performance tracking purposes.
Additionally, we would find it extremely valuable if the task dashboard displayed the following dynamic metrics at the top of the page (based on applied filters):
• Total Tasks
• Pending Tasks
• Completed Tasks
Right now, only the total number of tasks is visible when filters are adjusted. Displaying separate counts for Pending and Completed tasks would significantly improve visibility into team productivity and task effectiveness without needing manual calculations.
Use Case:
Management is requesting measurable performance reporting per team member over specific timeframes. This data is critical for accountability, productivity analysis, and operational planning.
Suggested Enhancement:
Add an “Export to Excel” button within the Tasks view that respects applied filters.
Display dynamic task status counts (Total / Pending / Completed) at the top of the filtered view.
This enhancement would greatly improve internal reporting capabilities and eliminate the need for external tracking tools.
Thank you for considering this request. We truly appreciate the continued improvements being made to the platform and believe this feature would benefit many agencies and internal teams managing task-based workflows.
r
rapid dev
Jeorge Ignacio
Need to export your GoHighLevel (GHL) data? We built a tool for that.
Whether it's for compliance, reporting, migration, AI analysis, or just keeping a backup, this tool lets you export your GHL data into clean, structured CSV or JSON files. Works well even with large datasets.
What you can export:
Conversations – Full conversation threads with contact details
Messages – SMS, Email, WhatsApp, Messenger, Instagram DM & GBP messages
Notes – Per contact or bulk export across all contacts
Tasks – Filter by assignee, status, due date and more
Opportunities – Pipeline deals with stage, value and contact info
Form Submissions – Responses from any form in your location
Links – Trigger links and their details
Templates – SMS, Email and WhatsApp templates
Voice AI – Call logs with agent, duration, summary, transcript, and call details
We ship fast. New feature requests are built and deployed within 24 hours.
Have an idea or need something custom? Raise a request inside the app.
Install:
J
Jeorge Ignacio
Been waiting for this. This has been a request pending for over a year. Please give it priority.
r
rapid dev
Jeorge Ignacio
Need to export your GoHighLevel (GHL) data? We built a tool for that.
Whether it's for compliance, reporting, migration, AI analysis, or just keeping a backup, this tool lets you export your GHL data into clean, structured CSV or JSON files. Works well even with large datasets.
What you can export:
Conversations – Full conversation threads with contact details
Messages – SMS, Email, WhatsApp, Messenger, Instagram DM & GBP messages
Notes – Per contact or bulk export across all contacts
Tasks – Filter by assignee, status, due date and more
Opportunities – Pipeline deals with stage, value and contact info
Form Submissions – Responses from any form in your location
Links – Trigger links and their details
Templates – SMS, Email and WhatsApp templates
Voice AI – Call logs with agent, duration, summary, transcript, and call details
We ship fast. New feature requests are built and deployed within 24 hours.
Have an idea or need something custom? Raise a request inside the app.
Install:
I
Isi Oteze
This gets my vote! The ability to download task would make my planning so much easier and efficient.
r
rapid dev
Isi Oteze
Need to export your GoHighLevel (GHL) data? We built a tool for that.
Whether it's for compliance, reporting, migration, AI analysis, or just keeping a backup, this tool lets you export your GHL data into clean, structured CSV or JSON files. Works well even with large datasets.
What you can export:
Conversations – Full conversation threads with contact details
Messages – SMS, Email, WhatsApp, Messenger, Instagram DM & GBP messages
Notes – Per contact or bulk export across all contacts
Tasks – Filter by assignee, status, due date and more
Opportunities – Pipeline deals with stage, value and contact info
Form Submissions – Responses from any form in your location
Links – Trigger links and their details
Templates – SMS, Email and WhatsApp templates
Voice AI – Call logs with agent, duration, summary, transcript, and call details
We ship fast. New feature requests are built and deployed within 24 hours.
Have an idea or need something custom? Raise a request inside the app.
Install:
D
Doug Frye
A definite vote to add a download feature for Tasks into a csv file. Once there I can easily print and then review them offline.
A
A I Russo I Mauro
I would add: that these activities can be automatically synchronized with Google Calendar.
A
A I Russo I Mauro
It would be a great and fair thing, complete with users of course.
L
Linda Wilkinson
This is a NECESSARY feature which requires implementation. To be able to manage multiple tasks in a spreadsheet would be a really useful tool for prioritising the workload.
This has been a request pending for over a year. Please give it priority.
Thank you.
L
Laura Serrano
This is very important for our business to allow us to prioritise the workload
A
A I Russo I Mauro
Laura Serrano I agree.. it would be necessary not only appropriate to be able to export the tasks as well as the notes.
R
Rei Rolim
Important suggestions: allow exporting task data, display overdue/completed tasks in the agent report, add workflow for overdue tasks.
r
rapid dev
Rei Rolim
Need to export your GoHighLevel (GHL) data? We built a tool for that.
Whether it's for compliance, reporting, migration, AI analysis, or just keeping a backup, this tool lets you export your GHL data into clean, structured CSV or JSON files. Works well even with large datasets.
What you can export:
Conversations – Full conversation threads with contact details
Messages – SMS, Email, WhatsApp, Messenger, Instagram DM & GBP messages
Notes – Per contact or bulk export across all contacts
Tasks – Filter by assignee, status, due date and more
Opportunities – Pipeline deals with stage, value and contact info
Form Submissions – Responses from any form in your location
Links – Trigger links and their details
Templates – SMS, Email and WhatsApp templates
Voice AI – Call logs with agent, duration, summary, transcript, and call details
We ship fast. New feature requests are built and deployed within 24 hours.
Have an idea or need something custom? Raise a request inside the app.
Install:
T
Tina Whitaker
We would really benefit from additional reporting features that let us export / view the information we have put under contacts. Specifically being able to have the notes, and the task list information.
r
rapid dev
Tina Whitaker
Need to export your GoHighLevel (GHL) data? We built a tool for that.
What you can export:
Conversations – Full conversation threads with contact details
Messages – SMS, Email, WhatsApp, Messenger, Instagram DM & GBP messages
Notes – Per contact or bulk export across all contacts
Tasks – Filter by assignee, status, due date and more
Opportunities – Pipeline deals with stage, value and contact info
Form Submissions – Responses from any form in your location
Links – Trigger links and their details
Templates – SMS, Email and WhatsApp templates
Voice AI – Call logs with agent, duration, summary, transcript, and call details
We ship fast. New feature requests are built and deployed within 24 hours.
Have an idea or need something custom? Raise a request inside the app.
Install:
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