ℹ️ This report is available to all Room users that have access to a workflow.

In the Workflow section of the Room, all workflows available to you can be exported to Excel. Here's how:

Export Workflow to Excel

1. Go to the Actions tab, in the top right of the workflow section

2. Select the tabs you wish to export, and select Export.

Save Workflow as a Template

  1. Go to the Actions tab, in the top right of the workflow section.

2. Select which template library to save to, give it a name, then select which tabs you want to save as part of the template.

3. Once you hit save, the template will be stored inside your template library.

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