To begin, please follow these steps:

  1. You have an Excel template which you would like to import into Workflow. Please make sure your template has no empty first rows and columns, (e.g. Column A to have values and Row 1 to have values). See example below:

  • Figure 1: Generic Excel template with no Sections/Subsections.

Workflow now supports Sections and Subsections to be imported directly from Excel (See figure 7 below). However, If you would like to import the Excel template with sections. You will be required to add additional columns named "Section 1" and "Section 2" so on and so forth. For any sub-sections to be added, another column would be required called "Sub-Section 1" etc.

  • Date Column would also need to be formatted in Excel as a Date type column. Workflow will then automatically pick up the column as Date (See Figure 5 below)

See example below:

  • Figure 2: Excel template with sections/subsections.

2. Click +Add button, then select 'From Excel'.

  • Figure 3: How to add from Excel

2. Click 'Browse' and select the Excel file you'd like to import or Drag & Drop from your local drive. Please make sure your template has no empty first rows and columns, (e.g. Column A to have values and Row 1 to have values).

  • Figure 4: Pop-up menu for Importing Template

3. On the next page, you can choose which columns to import and you will be able to assign column types. Ensure that the Section 1 and 2 Columns have been selected as Section Column type. Workflow automatically picks up the correctly formatted date column. When done, click Import!

  • Figure 5: Column selection when importing

  • Figure 6: Column type options available to select from.

Once the import has been completed, The import would look like the example shown below. The example includes Sections and Subsections imported via Excel.

  • Figure 7: How the import of Figure 2 will look in Workflow.

To finalise your Workflow and ensure you can share and track the right workflows with the right teams, please also check out the guides below:

Create your first Workflow

Edit Workflow Security Settings

Did this answer your question?