Exporting and importing Workflows

Export a workflow as a discrete file or import a preconfigured workflow into triConvey to assist with your firm’s task management.

Table of Contents

• Export a Workflow
• Import a Workflow
• Additional tips

Export a Workflow

1.    Select the gear icon from the top right corner of the triConvey Desktop App.

2.    Select Workflows.

3.    Right-click on the workflow you wish to export and select Export.

4.    In the window prompt, choose the file name, file type, and destination folder for the exported workflow.

• Save the workflow as a JSON .txt file if you plan to import this workflow back to triConvey or to another triConvey client.
• Save the workflow as a .CSV file if you wish to view a tabulated version of it in Excel.
  

5.    Select Save.

Import a Workflow

1.    Select the gear icon from the top right corner of the triConvey Desktop App.

2.    Select Workflows.

3.    Right-click anywhere on the list of workflows and select Import.

4.    In the window prompt, select the workflow file you wish to import and select Open.

Tip:  You can only import workflows in the JSON format (.txt).

Additional tips

• An exported or imported workflow retains task details. Any checklists or attached documents will not be saved.
• It is best practice to export or import workflows assigned to the Person Responsible or the Person Assisting.