You can download up to 10,000 actions at a time. Use filters to narrow your results and export in smaller batches.

Download actions as CSV or Excel

  1. Log in to the web app (opens in new tab).

  2. Click Actions from the side bar or in More.

  3. If you're on Board or Calendar view, change it to List view.

  4. Apply filters to narrow the results you want to download.

  5. Select all actions by checking the box in the upper-left of the list. Then select the maximum number from the dropdown menu. To download specific actions, check their boxes. Select all actions by checking the box on the upper-left of the list, then click the dropdown menu and select the maximum number. You can also download specific actions by checking their boxes.

  6. Click Download at the bottom of the page and select Excel or CSV. Download actions to CSV and Excel via the web app.

For CSV, the number of files depends on the number of action types selected. If multiple action types are included, the files will be bundled into a ZIP file. For Excel, a single file will be downloaded, with each action type shown in a separate sheet within the workbook.

CSV and Excel column headers

Column header

Description

Action ID

The unique identifier of an action for integrations.

Unique ID

The unique ID of an action, which can be used to identify a specific action.

Title

The title of an action.

Status

The status of an action.

Site

The site of an action.

Priority

The priority of an action.

Due date

The due date and time of an action, following the time zone of your computer system setting.

Assignee

The assignees of an action.

Inspection

The title of an action's linked inspection. This is not applicable for standalone actions.

Inspection ID

The unique identifier of an action's linked inspection. This is not applicable for standalone actions and actions in archived inspections.

Inspection item

The relevant question label of an action's linked inspection. This is not applicable for standalone actions and actions in archived inspections.

Created by

The creator of an action.

Created

The date and time an action was created, following the time zone of your computer system setting.

Last updated

The date and time that an action was last updated at following your computer system setting's time zone.

Template ID

The unique identifier of the template used for the linked inspection. This is not applicable for standalone actions.

Description

The description of an action.

Days opened

The number of days an action has been opened up until the current date or the number of days an action has been opened up until the first date the action was marked as complete.

Please note that if an action was completed and then transitioned back to an open status, the number of days open will remain unchanged until the action is completed again.

Completed date

The date when an action was first marked as complete.

Template name

The name of the template used for the linked inspection. This is not applicable for standalone actions.

Label

The label of an action.

Asset

The asset of an action.

Recurring

The indicator for whether an action is a recurring action or not.

Type ID

The unique identifier of an action type.

Type name

The selected type of an action.

If there are custom fields, additional columns will be added, each with the name of the custom field as the column header.