PipelineDeals Help Center
In addition to viewing tasks and events on a calendar, you can view tasks and events in a list view. Viewing tasks in a list view is a great way to filter your tasks and events to receive weekly agenda reports, to-do reports for specific deals, or daily agendas for users on your PipelineDeals account. Read this blog post for more information on using the To-dos List.
To access the To-dos List
1. From the Home Tab, click See All in the Tasks & Event Module or
2. Click on the Agenda tab in the top header row
If you want to create export reports from the list-view, select Import / Export > Export CSV.
NOTE - if you do not see the Export button, your account administrator has restricted your privileges.