A member of our Tax Team needs to be able to export the work team list assigned to a tax work item.
In the details of the piece of work, we have defined a Tax Preparer, Tax Reviewer, and QC Control. Can these fields be exported to a .csv? These fields are independent of the Client Owner, Client Manager and Work Assignee since they are a role assigned by task.
Essentially, I’m asking if task related data can be bulk exported.