Tasks - Sharing & Exporting

Select the Edit button

Select the Edit button icon from the Task List that is required to be shared.

Add user / organisation that you want to share the Task List with. Task Lists can be assigned to Organisations or individual users.

When users hover over the blue “Info” icon next to the Role, the list of roles available when sharing Task List appears (as seen on the right).

Exports a CSV or PDF copy of the Task List.

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