How can I export or download a CSV of a process?
The ability to Export a CSV of a process is available on the PRO plan.
The process CSV has columns and rows with all the process tasks and its details. You can view, sort and aggregate data for processes via the CSVs.
You will see these in the CSV and much more:
- Process tags
- Task name / Kick-off form name
- Hidden tasks
- Assigned users
- Completed by
- Due by
- Completed on
- Form type (small text, large text, dropdown, checklist, radio button, date, file upload)
- Question (form field title)
- Answer (form field value)
You can export a CSV by clicking on More Details on the top right corner of active process and scrolling to the bottom to click EXPORT CSV:
An example of part of process CSV is shown below. For more about the information contained in this file, see What is in the CSV file?