Customising the Task Log

Overview

With the new Task Log column customisation feature, you can tailor which information appears in the Task Log and its CSV exports. This makes it easier to surface the data that matters most to your teams—saving time, reducing the need for manual clean-up, and ensuring reports are always focused, clear, and aligned with your workflow.

Note:
Once saved, your desired column configuration will apply to all saved reports on the Task Log and to all future CSV exports across your company. This ensures a consistent view and export format for everyone in your organisation.

Accessing the Column Editor

• Navigate to Manage > Learning Content > Compliance > Tasks

• On the Action bar, click Edit columns

  • Only Admins and Owners will see this option

Step 1: Edit Columns

Customise the columns shown on the Manage Tasks view.

• Add, remove, and reorder columns using drag-and-drop

• The following columns are fixed and cannot be removed from this view

  • Status

  • Task

  • Individual

  • Deadline

• You can always click Reset to default to return to our default column setup

Step 2: Edit CSV Export

Define how CSV exports should appear.

• Choose to:

  • Match the current Task Log layout

  • Or customise the CSV layout separately

• The following columns are fixed in exports and cannot be removed:

  • Status

  • Task

  • First name

  • Last name

  • Job title

  • Deadline

• Custom fields (specific to your company) can be included/excluded by selecting / deselecting the related checkbox

  • Custom fields cannot currently be reordered

• You can always click Reset to default to revert to our default export setup

Step 3: Preview

• This is to give you an idea of how the log and CSV file columns would look like once the changes are applied

• A warning will remind you that these changes are applied company-wide.

• Click confirm to proceed with the changes.

You can now enjoy your tailored Task Log view!

FAQs