Export task data in ClickUp

Exporting task data from ClickUp lets you back up work, analyze productivity, and create custom reports outside the app. This guide explains each export option, what data is included, and how to run exports safely.

All instructions here are based on the official task data export documentation so you can confidently move data into spreadsheets or reporting tools.

What you can export from ClickUp tasks

Task data export in ClickUp is designed for structured reporting. You can export:

• Individual tasks in a selected Space, Folder, or List
• Subtasks, including nested levels
• Custom fields applied to those tasks
• Core task attributes like assignees, due dates, and statuses

The export generates a CSV file you can open in tools like Microsoft Excel or Google Sheets.

Requirements before exporting ClickUp data

Before you start, confirm you have the right access and workspace settings.

Workspace and permissions in ClickUp

• You must be on a paid Workspace plan that supports data export.
• You must have permission to view the Space, Folder, or List you want to export.
• Owners and admins can typically export any location they can access.

If you do not see the export option, your ClickUp admin may need to adjust permissions or upgrade the plan.

Supported views and data scope in ClickUp

Task data export is triggered from the List view. The export includes:

• Tasks visible in the selected location at the time of export
• Subtasks in that location
• Custom fields that are available on those tasks

Filters, grouping, and some advanced view settings may not change what is exported. The export focuses on the underlying task data, not how it is displayed in the interface.

How to export task data from ClickUp

Follow these steps to export task data from a List view.

Step 1: Open the correct location in ClickUp

1. In the sidebar, navigate to the Space that contains the tasks you want to export.
2. Open the Folder if your tasks are grouped inside one.
3. Select the List that holds the tasks you need.
4. Switch to the List view if you are currently in Board, Calendar, or another view.

The export operates on the tasks in the List view location you have open.

Step 2: Open the ClickUp export menu

1. In the List view header, locate the three-dot or More menu for view options.
2. Click this menu to expand advanced settings and tools.
3. Look for the option related to exporting or downloading task data.

The menu label and icon location can vary slightly with interface updates, but the export action will be available within the List view settings.

Step 3: Choose ClickUp export format

When prompted to select a format, choose the file type that best fits your workflow:

• CSV export: Best for compatibility with most tools, including Excel, Google Sheets, and BI platforms.
• Excel-compatible file (if available): Convenient for users who rely primarily on Microsoft Excel.

Select your preferred format and confirm the export.

Step 4: Download and open the export file

1. After you confirm the export, ClickUp will generate the file in the background.
2. When ready, your browser will download the file or present a link to download it.
3. Save the file to a secure folder on your computer or cloud storage.
4. Open the file in your preferred spreadsheet tool to review and work with the data.

Depending on the amount of data in your ClickUp List, generation and download may take longer for very large exports.

What fields are included in ClickUp task exports

The exported file includes a set of structured columns so you can filter and analyze tasks consistently.

Core task fields from ClickUp

Typical task attributes included are:

• Task ID and task name
• List, Folder, and Space location information
• Status and status type
• Assignees and watchers
• Created date, start date, and due date
• Time tracked fields (when available)

These fields help you create timeline reports, workload views, and performance dashboards outside ClickUp.

Subtasks and hierarchy data in ClickUp exports

Subtasks are usually represented as rows in the CSV with references to their parent tasks. This lets you:

• Rebuild the task hierarchy with formulas
• Filter only parent tasks or only subtasks
• Roll up metrics from subtasks to their parent tasks

The export maintains identifiers that allow you to map relationships between tasks when doing deeper analysis.

Custom field data from ClickUp

Custom fields that apply to tasks in the List will appear as separate columns. Examples include:

• Numeric custom fields for budget or score
• Dropdown custom fields for categories
• Text fields for reference IDs
• Checkbox or boolean fields for flags

This makes your exported ClickUp data especially valuable for reporting in external tools because key business attributes are captured alongside standard task details.

Best practices for managing ClickUp exports

Use these practices to keep exported task data accurate, secure, and easy to work with.

Filter and organize data before export

• Clean up old or irrelevant tasks from the List when possible.
• Apply filters within ClickUp to narrow the set of tasks to what you truly need.
• Use consistent naming and custom field conventions before exporting.

A well-organized List leads to a cleaner CSV, reducing time spent on data cleanup later.

Protect sensitive ClickUp information

• Store exported files in secure, access-controlled locations.
• Remove private or sensitive fields if you plan to share the file externally.
• Follow your organization’s data retention and privacy policies.

Remember that exported CSV files are snapshots of ClickUp data at a point in time and are no longer protected by in-app permissions.

Refresh ClickUp exports for ongoing reporting

If you use exports for recurring reports:

• Set a regular schedule (for example, weekly or monthly).
• Export from the same Space, Folder, or List each time.
• Keep column structure consistent to simplify formulas and dashboards.

This approach lets you build stable reporting processes on top of ClickUp task exports.

Troubleshooting ClickUp task data exports

If your export does not work as expected, review the points below.

Missing the export option in ClickUp

If you cannot find the export control in the List view:

• Confirm that you are in a List view, not Board or Calendar.
• Check with a Workspace admin to verify your permissions.
• Review your plan details to ensure task export is supported.

Your admin can reference the official help center article for current requirements and feature availability.

Incomplete or unexpected data in the CSV

• Verify that the tasks you expect are part of the selected List.
• Check that custom fields are added to the List and are active.
• Review filters that might hide tasks or fields before you export.

If the data still looks incorrect, try a test export from a smaller List in ClickUp to compare results.

More resources for using ClickUp exports

You can explore the original documentation, examples, and any recent interface changes directly in the product help center. For the specific article that this guide is based on, see the official ClickUp task data export guide.

If you need broader workflow, automation, or reporting strategies that build on top of ClickUp task exports, you can also review expert implementation resources from partners such as Consultevo.

By following the steps in this article, you can reliably export task data from ClickUp, combine it with other systems, and create tailored reports without losing critical project information.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

“`