Library Export

Export your Process Library to Excel from the Process Maps list.

Admins can Export a complete list of process maps, including Map ID and all the process map properties attached, in a Process Library to Excel. 

As standard, only Admins can export process maps. 

Admins can export your process maps from the 'Process Maps' list:

  • Click the Export button  in the top right hand corner.

    Export
  • Select the process maps you wish to export, then click Continue Export
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  • Choose which properties you would like to be included in the Export using the 'Process Properties', 'Activity Properties' and 'Deliverable Properties' drop-downs.
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  • Choose if you would like to choose to export most recently edited drafts instead of live processes using the checkbox. 

If there is no draft process the live process will be exported.


Export Draft Processes

  • Click Export Processes to start your Export. 

    Export Processes
  • An Excel spreadsheet will automatically be downloaded to your Browser Downloads. This will contain a list of your process maps, with the Map ID, Name and Properties across the top.