How do I export tasks in MatterSuite?
Go to the Tasks section.
Locate and click the Export icon or Export Tasks option.
Choose export settings (if available), such as:
Click Export or Download. Refer to the image below
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How can I create a new task?
Go to the Tasks section. Click Add Task. Fill in the task details: Title Description Priority Due date Assignee (Optional) Link the task to a matter or client (see next section). 5. Click Save.
How to Export Matters to Excel or CSV in MatterSuite?
1. Go to your MatterSuite Dashboard. 2. Click on the Matters section. 3. Click the Export Matters icon located in the top-right corner. 4. Your data will be automatically downloaded as an Excel or CSV file. Refer to the image below