Last updated: May 12, 2025
| User permissions required for this feature | ||||||
| Owner | Standard Admin | Template Admin | Flow Admin | Task Admin | Guest | General |
| ○ | ○ | × | × | × | × | × |
Note
- The ability to download flows as CSV files is available for Business Plan accounts and above, or as a paid option.
From Flow List
On the Flow List screen, click on the 3-point menu of the target flow.
Select “CSV Download” from the drop-down.
From Flow Details
Click on the 3-point menu in the flow name on the Flow Details screen for the target flow.
Select “CSV Download” from the drop-down.
About CSV Contents
The CSV file contains the following flow information:
- Flow Name
- Flow Type
- Subject
- Flow Description
- Flow Status
- Flow Activity Log
- Process Name
- Task Name
- Task Person
- Task Team Name
- Task Description
- Task Status
- Due Date
- Checklist
- Checklist Status
- Task Reminder/Day Count
- Task Reminder/Day Count Settings
- Task Activity Log
File Example
