)
Written by
Table of Contents
“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Importing your Podio Tasks data into Excel helps you manage assignments, track progress, and analyze workload. Manually exporting tasks is slow and they quickly become outdated.
Coefficient provides a live link that automatically refreshes your data.
This guide shows you how to easily import your Tasks data from Podio into Excel.
TLDR
-
Step 1:
Step 1. Install Coefficient in Excel and connect your Podio account.
-
Step 2:
Step 2. Select the Podio connector using Import from….
-
Step 3:
Step 3. Choose the Tasks object and select the fields you need.
-
Step 4:
Step 4. Import the data and set up auto-refresh for live updates.
Step-by-step guide to importing Podio Tasks into Excel
Step 1: Install and connect Coefficient
You need Coefficient installed in your Excel application.
- Open Excel.
- Go to the Insert tab.
- Click Get Add-ins.
- Search for “”Coefficient”” and install it from the Office Add-ins store.
- Once installed, open the Coefficient sidebar from the Home or Add-ins tab.
- Click “”Import from…”” and find the Podio connector. You’ll be guided to log in and connect your Podio account.
Step 2: Import the Tasks data
Now that you’re connected, let’s get the data.
- In the Coefficient sidebar for Podio, choose to import from an **Object**.
- Find and select the “”Tasks”” object from the list.
- Choose the specific task fields you want to bring into Excel.
- Apply any filters or sorting needed for your data.
- Click the “”Import”” button to pull the data into Excel.
Step 3: Set up auto-refresh (Optional)
Keep your Tasks data current without manual effort.
- After your data is imported, look for the “”Refresh”” button in the Coefficient sidebar next to your import.
- Click the refresh options icon.
- Choose “”Schedule”” to set up automatic refreshes.
- Select how often you want the data to update (e.g., daily) and pick a time.
- Save your schedule. Your Tasks data will now update on its own.
Available Podio Objects
- Alerts
- App market
- Applications
- Batch
- Calendar
- Comments
- Contacts
- Conversations
- Devices
- Embeds
- Files
Related Podio Use Cases
How to Import Voting Data from Podio into Google Sheets
Import your Podio Voting data into Google Sheets using Coefficient to track votes on items, analyze team input, and make data-driven decisions.
How to Import Views Data from Podio into Google Sheets
Import your Podio Views data into Google Sheets using Coefficient to document saved filters, analyze custom data views, and share specific datasets.
How to Import Users Data from Podio into Google Sheets
Import your Podio Users data into Google Sheets using Coefficient to manage team members, track roles, and organize user information across your workspaces.
Frequently Asked Questions
-
How to get Tasks from Podio?
Manually exporting Tasks data from Podio for detailed analysis can be a hassle. Coefficient connects directly to Podio, letting you easily import live Tasks data into Excel for efficient task management and tracking.
-
How do I get a list of Tasks in Podio?
Getting a simple, exportable list of all tasks from Podio might require specific steps for each app or space. Coefficient pulls your Podio Tasks object data into Excel, providing a clear list across your apps to help you analyze your workload.
-
How do I download Tasks data from Podio?
Exporting Tasks data directly from Podio may not provide the format you need for your reports. Coefficient offers a straightforward way to download your Tasks data into Excel with a live connection for easy refreshing and ongoing analysis.
-
How to automate importing Podio Tasks to Excel daily?
Keeping your task tracking and reports updated in Excel manually is inefficient. With Coefficient, you can set a daily schedule to automatically refresh your Podio Tasks data in Excel, ensuring your sheet is always current.
-
How do I update Tasks from Excel to Podio?
Updating task information typically happens within Podio. Coefficient supports two-way sync for many connectors, allowing you to update Tasks data in your Excel sheet and push those changes back to Podio, streamlining your task management.
Trusted By Over 50,000 Companies
