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Export Workflow

Export workflow to Excel or a Template.

Sam Melrose avatar
Written by Sam Melrose
Updated this week

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.

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.

3. You can also choose to export the comments from the "Details Panel" from within the selected workflow tabs that you wish to export to excel.

⚠️Good to know: You can also save your workflow as a "Template", which will allow you to import the workflow into a new project.

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