Downloading Assessment Tasks into a Spreadsheet

OverviewAll Tasks PageAction Plan / Tasks Tab

Overview

📋 Note: Some information may not apply to assessments using the simplified workflow. See Understanding the Simplified Assessment Workflow.

If you have sufficient permissions to access the Action Plan tab, Tasks tab, or All Tasks page, you can export tasks to a spreadsheet. This lets you sort tasks by level of effort or risk and share the information with other users such as respondents who need greater visibility.

Downloading Tasks from the All Tasks Page

1

From the left side of the page, hover the mouse over the Assessment Manager icon, and then click Tasks and Issues (1) > All Tasks (2).

2

Use the filter fields (3) to specify which tasks to include — for example, only Open or Reopened tasks, or tasks filtered by level of effort or risk. Then click Export Tasks (4).

3

Navigate to Reports (5) > All Reports (6).

4

Click the ellipsis icon to the right of the task summary report, and then click Download.

Downloading Tasks from the Action Plan or Tasks Tab

1

Open the assessment, and then go to the Action Plan or Tasks tab.

2

Use the filter fields (1) to specify which tasks to include — you can filter by level of effort or risk. Then click Export Tasks (2).

3

Navigate to Reports > All Reports and download the report.

Sample report

TrustArc  ·  Downloading Tasks to a Spreadsheet  ·  support.trustarc.com