Importing Outreach Task Priority records into Excel lets you sort and filter tasks by urgency—High, Medium, or Low—to optimize team workflows. Coefficient keeps your sheet synced so you always have the latest priority assignments.
This guide shows you how to install Coefficient, connect to Outreach, import Task Priority data, and enable scheduled refresh in Excel.
TLDR
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Step 1:
Step 1. Install Coefficient for Excel and link your Outreach account.
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Step 2:
Step 2. Click “Import from Objects” and choose “Task Priority” under Outreach.
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Step 3:
Step 3. Apply filters (e.g. priority level), select fields, and click “Import.”
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Step 4:
Step 4. Enable auto-refresh to keep priorities up to date automatically.
Step-by-step guide
Follow these steps to pull Task Priority data into Excel.
Step 1: Install and Connect Coefficient
In Excel, go to Insert → Get Add-ins → My Add-ins, search for Coefficient, and install. Then open the pane and authorize Outreach.

Step 2: Import Task Priority Data
Click “Import from Objects,” select Outreach, and pick “Task Priority.” Optionally filter by level (High, Medium, Low) before importing.

Step 3: Set Up Auto-Refresh (Optional)
After importing, click the auto-refresh icon in the Coefficient pane and choose hourly, daily, or weekly schedules to maintain live priority data.

Available Outreach Objects
- Call
- Opportunity
- Sequence
- Call Disposition
- Call Purpose
- Compliance Request
- Content Category
- Content Category Membership
- Content Category Ownership
- Duty
- Email Address
- Event
Frequently Asked Questions
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