How to Export Tasks from Outlook to Excel? Best Solutions
Published: May 14th, 2025 • 5 Min Read
Hello Folks, if you are reading this blog, then you might be interested in knowing how to export tasks from Outlook to Excel. If yes, then this technical column will guide you to resolve your conundrum with quick and easy step-by-step expert guide techniques.
Tasks play a very crucial role in both individuals and professionals day to day life in managing their meetings and work. In several instances, user needs to extract Outlook tasks to Excel for integrating them in some third-party application like an admin dashboard or project management application like Jira. Now let us start by discussing how to use the Outlook inbuilt tool to overcome the problem.
How to Export Tasks from Outlook to Excel via Its Built-in Tool?
- First, run the Outlook desktop application on your PC.
- Next, go to the File tab and click on Open & Export.
- Then, click on the Import/Export option from the left side panel.
- Thereafter, click on Export to a file >> Comma Separated Values.
- After that, click on the Next button and choose the Tasks folder from the list.
- Now, name the file to export tasks from Outlook to Excel, and click Next.
- Finally, apply the Date Range for the tasks and click on the OK
Your tasks will now be saved in CSV format that can be easily opened at manageable in Excel.
Pitfalls of Using the Outlook Built-in Solution
Limited Formatting: In the DIY approach, some parts of the Outlook tasks might be missed, as it does not support custom fields to export. Therefore, for data-curious persons, the DIY approach is not recommended as it has formatting limitations.
Character Encoding Problems: Another drawback of the manual solution is that some special characters like accents or special symbols, may not display correctly, especially in a non-English environment.
Attachments Not Exported: One major pitfall of choosing the DIY approach is that it does not support exporting attachments attached to the tasks. Due to this user might mis out some of the crucial tasks related information in Excel.
Professional Solution to Extract Tasks from Outlook to Excel
If you are looking for a more advanced and simpler, easy-to-use application, then you may use the PST Mailbox Converter as your buddy to overcome the problem. This smart and verified application can simplify the process of extracting Outlook emails to Excel in a simple manner. Moreover, this out-of-the-box comes with advanced filter settings for selective export ease. Now, let us understand how to use this application flawlessly to extract tasks from Outlook to CSV.
How to Export Tasks from Outlook to Excel? Step-by-Step Guide
- At the start, install and run the suggested application on your PC.
- Now, the application will automatically fetch your Outlook account data.
- Next, choose the Tasks folder from the software interface and click Next.
- Then, choose the saving option as CSV from the drop-down menu list.
- Finally, choose the destination path and click the Convert button.
Benefits of Exporting Tasks from Outlook to Excel Application
Better Task Management & Customization: Generally, by having Outlook tasks in Excel helps users to manage their workloads for efficiently and effectively. Secondly, in Excel users can easily customize their tasks for a sudden change or for prioritization purposes.
Advanced Data Analysis: Excel is a well-known application for advanced data analysis using its extraordinary rules and filters. Therefore, professionals in many situations need to insert Outlook tasks into Excel for data analysis purposes.
Improved Reporting and Sharing: Another major benefit of having Outlook tasks in Excel is the improved reporting and sharing advantage. In Excel, users can add reports to their tasks and easily share across the team for better collaboration.
Best Approach to Export Tasks from Outlook to Excel
| Features | Built-in Approach | Expert Solution |
| Easy | No | Yes |
| Fast | No | Yes |
| Selective Export | Limited | Advanced |
| Preserve Encoding | No | Yes |
| Reliable | Yes | Yes |
Concluding Words
To sum up the above blog on the topic of how to export tasks from Outlook to Excel. We have discussed in detail the built-in import/export wizard method to overcome the problem. However, the DIY approach has its limitations related to formatting, character encoding, tasks attached attachments not exported, etc. Therefore, to overcome the limitations we discussed, one of the expert utility to selectively extract Outlook tasks to Excel using the solution’s advanced filter settings. Lastly, we have seen the benefits and detailed comparison of the DIY and pro approaches for the discussed query.
