> ## Documentation Index
> Fetch the complete documentation index at: https://api-docs.helpyousponsor.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Export workspace tasks to CSV

> Tasks are scoped to the authenticated organization and accessible related records. Managing task content, deletion or reassignment requires task management access; completion may also be allowed for the assigned staff member. Expected version or updated timestamp protects changes from stale data and returns 422 on conflict. CSV and calendar exports use the same visibility and filter rules; calendar exports include only dated tasks.



## OpenAPI

````yaml get /admin/tasks/exports/csv
openapi: 3.0.0
info:
  title: Gratona API
  description: >-
    REST API for the Gratona fundraising platform, including donor, donation,
    sponsorship, program, event, and integration workflows. Endpoints are
    organized by tag. Most endpoints require either a Passport bearer token or
    an issued API key — see the Security Schemes section.
  contact:
    name: Gratona Engineering
    url: https://gratona.com
    email: devs@gratona.com
  version: 1.0.0
servers:
  - url: https://api.gratona.com/v1
    description: Server Version 1.0.0
security: []
tags:
  - name: Auth
    description: >-
      Login, signup, logout, password reset, and email verification for admin
      users and donors.
  - name: Donors
    description: >-
      Donor records: CRUD, profile fields, household linkage, search, filters,
      merge, and duplicate detection.
  - name: Donations
    description: >-
      Individual donation records, recurring commitments, soft credits, refunds,
      designations, and exports.
  - name: Sponsorships
    description: >-
      Donor-to-entity commitment relationships, lifecycle transitions, and
      commitment-specific filters.
  - name: Entities
    description: >-
      Recipient records (children, families, projects, animals, etc.), their
      status, and entity-level fields.
  - name: Programs
    description: >-
      Program / campaign configuration: hierarchy, settings, and program-level
      metadata.
  - name: Forms
    description: >-
      Custom form builder (HysForm), form fields, standardized donor fields, and
      field migrations.
  - name: Trips
    description: >-
      Mission-trip management: trips, participants, budgets, tasks,
      e-signatures, fundraising milestones, and background checks.
  - name: Communications
    description: >-
      Email templates, SMS, newsletters, donor email manager, and per-donor
      notes.
  - name: Payments
    description: >-
      Payment-gateway management (Stripe, PayPal, Flutterwave, QuickBooks).
      Excludes inbound webhooks — see the Webhooks tag.
  - name: Reports
    description: Dashboards, analytics, scheduled reports, and exports.
  - name: Admin
    description: >-
      Client-account administration: users, groups/permissions, settings,
      integrations, and account lifecycle.
  - name: Donor Portal
    description: >-
      Endpoints consumed by the donor-facing portal (donor login, dashboard,
      donation history, messages).
  - name: Recipient Portal
    description: Endpoints consumed by the recipient-facing portal.
  - name: Public
    description: >-
      Unauthenticated public endpoints: donor signup, public trip pages,
      peer-to-peer campaigns, public checkout.
  - name: Webhooks
    description: >-
      Inbound webhooks from third parties (Stripe, PayPal, Flutterwave, Checkr,
      DropboxSign). Annotated minimally for reference; payload shapes are owned
      by the upstream provider.
  - name: Events
    description: >-
      Event setup, invitations, registration, ticketing, attendance and event
      reporting.
  - name: Journeys
    description: >-
      Journey graphs, activation, enrollment, message templates and event
      follow-up automations.
  - name: Tasks
    description: Workspace tasks, assignments, saved task views and record collaboration.
  - name: Fundraising
    description: >-
      Fundraising portfolios, stewardship plans, giving anniversaries and
      personal donor follow-up.
  - name: Impact Stories
    description: Story intake, review, assets, consent and publication workflows.
  - name: Integrations
    description: Workspace integration connections, mappings, synchronization and recovery.
  - name: Email Calendar
    description: Connected email/calendar accounts and donor interactions.
  - name: Spaces
    description: Workspace Spaces and collaborative Pages.
  - name: Library
    description: Workspace documents, source connections, files and analysis.
  - name: Intelligence
    description: Donor intelligence and Tali workspace workflows.
  - name: Automation
    description: >-
      V3 automation primitive discovery, input validation, invocation and Zapier
      contracts.
  - name: Schema
    description: V3 model, enum, capability and scope discovery.
  - name: Zapier
    description: Zapier automation connections, polling feeds and actions.
  - name: Files
    description: Files
  - name: Client
    description: Client
  - name: Payment Gateways
    description: Payment Gateways
  - name: Email Settings
    description: Email Settings
  - name: Admin Dashboard
    description: Admin Dashboard
  - name: Recipients
    description: Recipients
  - name: Historical Archived Updates
    description: Historical Archived Updates
  - name: Team & access
    description: Team & access
  - name: Settings
    description: Settings
  - name: Notifications
    description: Notifications
  - name: Participation
    description: Participation
  - name: Users
    description: Users
  - name: Wrapped
    description: Wrapped
  - name: Donor SignUp
    description: Donor SignUp
  - name: Frontend
    description: Frontend
  - name: User
    description: User
  - name: Workspace
    description: Workspace
paths:
  /admin/tasks/exports/csv:
    get:
      tags:
        - Tasks
      summary: Export workspace tasks to CSV
      description: >-
        Tasks are scoped to the authenticated organization and accessible
        related records. Managing task content, deletion or reassignment
        requires task management access; completion may also be allowed for the
        assigned staff member. Expected version or updated timestamp protects
        changes from stale data and returns 422 on conflict. CSV and calendar
        exports use the same visibility and filter rules; calendar exports
        include only dated tasks.
      operationId: docTaskExportCsvGET
      parameters:
        - name: status
          in: query
          description: Defaults to open unless include_completed is true.
          required: false
          schema:
            type: string
            enum:
              - open
              - completed
              - all
          example: open
        - name: include_completed
          in: query
          description: Include completed.
          required: false
          schema:
            type: boolean
          example: false
        - name: assigned_to
          in: query
          description: >-
            Staff ID, me, unassigned or all. assigned_to_user_id is a
            compatibility alias.
          required: false
          schema:
            type: string
          example: me
        - name: created_by
          in: query
          description: Staff ID, me or all; created_by_user_id is an alias.
          required: false
          schema:
            type: string
          example: all
        - name: search
          in: query
          description: Searches title and visible related/mentioned labels.
          required: false
          schema:
            type: string
          example: Call donor
        - name: related_type
          in: query
          description: Related record type; record_type is an alias. Use with related_id.
          required: false
          schema:
            type: string
          example: donor
        - name: related_id
          in: query
          description: Related record ID; record_id is an alias.
          required: false
          schema:
            type: integer
          example: 123
        - name: source_group
          in: query
          description: Source group.
          required: false
          schema:
            type: string
            enum:
              - invitation_plans
              - event_operations
          example: event_operations
        - name: sort
          in: query
          description: Sort field accepted by the task workspace, defaulting from group_by.
          required: false
          schema:
            type: string
          example: due_date
        - name: direction
          in: query
          description: Direction.
          required: false
          schema:
            type: string
            enum:
              - asc
              - desc
          example: asc
        - name: group_by
          in: query
          description: Group by.
          required: false
          schema:
            type: string
            enum:
              - due_date
              - assignee
              - creation_date
              - created_at
              - created_by
          example: due_date
      responses:
        '200':
          description: Export workspace tasks to CSV response.
          content:
            text/csv:
              schema:
                type: string
                format: binary
        '401':
          description: Missing or invalid bearer token or API key.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UnauthorizedResponse'
        '403':
          description: >-
            The caller lacks the required permission, resource access or feature
            availability.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
      security:
        - bearerAuth: []
        - apiKeyAuth: []
components:
  schemas:
    UnauthorizedResponse:
      title: UnauthorizedResponse
      description: >-
        Returned with HTTP 401 when the request lacks a valid Passport bearer
        token, a valid `X-HYS-API-Key`, or a valid session. The body is the
        simple `{message, status}` envelope emitted by `AuthenticateApiOrKey`.
      required:
        - message
        - status
      properties:
        message:
          description: >-
            Always the literal string `Unauthorized` from the `auth.api_or_key`
            middleware. Login endpoints return `Invalid Credentials` instead.
          type: string
          example: Unauthorized
        status:
          type: string
          example: error
      type: object
    ErrorResponse:
      title: ErrorResponse
      description: >-
        Generic error envelope used by most controllers. Most error responses
        pair a human-readable `message` with `status: error`. Some endpoints
        additionally include `errors` (validator errors), `error` (legacy
        single-error string), `code`, or domain-specific context fields.
      required:
        - message
      properties:
        message:
          description: Human-readable error message.
          type: string
          example: Something went wrong. Please try again.
        status:
          description: >-
            Always the literal string `error` for failures. Some endpoints omit
            this field.
          type: string
          example: error
        error:
          description: Legacy single error code/string used by older endpoints.
          type: string
          example: invalid_request
          nullable: true
        code:
          description: >-
            Optional application-level error code (not all endpoints populate
            this).
          type: string
          example: DONOR_NOT_FOUND
          nullable: true
      type: object
  securitySchemes:
    bearerAuth:
      type: http
      description: Passport bearer token authentication for legacy admin sessions.
      scheme: bearer
      bearerFormat: JWT
    apiKeyAuth:
      type: apiKey
      description: Gratona API key sent with the compatibility header X-HYS-API-Key.
      name: X-HYS-API-Key
      in: header

````

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