How to Export from ClickUp – Tasks, Lists & Docs

This guide provides step-by-step instructions to export data from a project in ClickUp, allowing you to download the required information easily.

ClickUp offers flexible export options for different types of content including tasks, views, dashboards, docs, and time tracking. Below are the common methods for exporting data:

1. Export from List or Table View

Steps:

• Navigate to the desired Space, Folder, or List.

• In the top-right corner of the view, click “Customize”.

• Select “Export View”.

• Choose between CSV or Excel (XLSX).

• Click “Download”.

Tip: Make sure to apply filters beforehand if you want to limit what gets exported.

2. Export Individual Dashboards or Cards

Steps:

• Go to your Dashboard and enable Edit Mode.

• Hover over the card you want to export.

• Click the ellipsis (...) and select “Export”.

• Choose your format (typically CSV or PDF depending on the widget).

3. Export Time Tracking Data

Steps:

• Open the Time Tracking card in your Dashboard.

• Click the ellipsis (...) menu.

• Choose the download icon to export time entries.

4. Export ClickUp Docs

Steps:

• Open the Doc you wish to export.

• Click the “Exports & Imports” icon in the right sidebar.

• Select “This Page” or “All Pages”.

• Choose your format: PDF, HTML, Markdown, or Print

Step-by-Step-Guide: How to Export from ClickUp

Step 1

In the project, click on the "Customize" option.

Step 2

Find the "Export View" option and click on it.

Step 3

Click on the "Download" option to start the export process.

Step 4

A notification will appear once the export is complete.

That's it. This is a step-by-step guide on how to export ClickUp.

Pro-tips for exporting ClickUp

• Choose the right export format to ensure compatibility with other tools

• Regularly back up your data to prevent data loss

• Use filters to export only relevant tasks and projects

Common pitfalls & how to avoid them while exporting ClickUp

• Exporting unnecessary data- use filters to select only the required information

• Choosing the wrong format - ensure the selected format matches the intended use case

• Missing attachments - verify that important files and attachments are included in the export

Common FAQs for exporting ClickUp

• Can I export my ClickUp workspace?
  Yes, ClickUp allows exporting an entire workspace, including tasks and project details

• Which formats are available for exporting data from ClickUp?
  ClickUp supports CSV, Excel, and JSON formats for exporting data

• Can I create recurring tasks in ClickUp?
  Yes, you can set tasks to repeat at custom intervals using the recurrence feature

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