People, access, and being told
Exporting your team
Export your tasks and everything else in your team at any time: every task, note, hour logged and file, exactly as uploaded. The link works for seven days.
Everything in your team is yours, and you can take a copy of all of it whenever you like. Not only if you are leaving: some people keep one for their own records, some need one for a client, and some just like knowing they can.
For one list rather than everything — this month's finished work, say, or one project's open tasks — the Tasks table has its own Export CSV, described in Finding things. This page is about the whole team.
Where the button is
Open Team settings (the team's name in the top corner → Team settings) and scroll to Export. There is one button, Export everything. Press it.
Building the export takes a few minutes for most teams, longer if you have a lot of files. You do not need to wait on the page: we email you when it is ready, and the same section shows Ready with a download link the next time you look.
Only an admin of the team can export it. A member or a guest does not see the section, because the export holds every project, including ones they may not be able to open.
What you get
One download, named after your team and the date. In it:
- A short note saying what is in the export and when it was made.
- Everything, in full. Your people and their roles, your clients and who was given each,
your custom fields, every project with its client, its task lists and its field values, every
task with every detail it carries (status, priority, estimate, due date, who it is assigned
to, tags, billable, its field values, its parent task, who watches it), every note as it was
written, every time entry, and the whole history of who did what. People are named by email,
tasks by their reference (
acme-142), projects by their key, so it makes sense outside sjTasks. - Two spreadsheets — your tasks and your time, one row each, with a billable column in both
and a column for each of your task fields. They open in any spreadsheet program. A title or note
that starts like a formula (
=,+,-or@) is written as text with a'in front, so the spreadsheet shows it rather than running it; every CSV we give you does the same. - Every file anyone uploaded, exactly as it was uploaded. Not a preview, not a smaller copy: the original. They are arranged by project and task; a file attached to a project rather than a task sits with the project, and one attached to nothing is kept on its own.
Nothing in the trash is included.
The link works for seven days
The download link on the settings page works for seven days from when the export was built, then that copy is removed. That is a copy we made at your request, not your data — the team itself is untouched, and you can ask for a new export whenever you need one.
Very large teams
If the files in your team add up to more than a single export can carry (5 GB), the export is still built with everything else in it, and its note says the files were left out. Reply to the email and we will get the files to you another way.
If something is missing
If you open the export and something you expected is not there, ask us. Reply to the email that told you it was ready, or use the contact form, and a person will look into it.