Export

Export your team processes and all team information to Excel.

Step (1)  Open the Admin Menu

Step (2)  Click on the Team Menu item

Step (3) Click on the team whose processes you'd like to export.  The team will turn light blue when you click on it.

Step (4) Click the function at the top bar to export the team's processes. Your processes will be downloaded into Excel.

Note: If you have a complex process with decision branches, highest level tasks will be displayed first, then each decision branch will be listed with its specific tasks below. The highlighted rows provide instruction on placement of decision branches should you wish to re-position them into a tiered structure that mirrors that built in 9yahds.

Step (5) Export all team information.

All information for your account will export to Excel: