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Export Tasks to WorkSorted
Export tasks from Finobi to WorkSorted as jobs with automatic user assignment
Step 1: Access Task Manager
From the client timeline, click the Task Manager tab next to the File Note tab.
Step 2: Review and Assign Tasks
Review the auto-generated or manually created tasks. Assign each task to a Finobi user if not already assigned.
Step 3: Export Tasks
Click the Export Tasks button in the top right corner.
Click the Export Tasks button to begin exporting tasks to WorkSorted.
Step 4: Select Tasks to Export
A task selection window appears listing all available tasks for the client. Check the boxes next to the tasks you want to export, or click Select All to export all tasks at once.
Select the tasks you want to export to WorkSorted as jobs.
Step 5: Automatic Assignment
The selected tasks are exported to WorkSorted as jobs and automatically assigned to the corresponding WorkSorted users based on the user mappings established during integration setup.
✅ Success
Tasks are automatically assigned to the correct WorkSorted users based on your user mappings configuration.
Benefits of Task Export
- Seamless Workflow: Tasks created in Finobi automatically become jobs in WorkSorted
- Automatic Assignment: No manual assignment needed - users are mapped automatically