How Do I Import Documents?

While we do not have a full template import feature, you can achieve a limited import by copying a list of tasks from programs such as Excel, Google Sheets, your CRM or Microsoft Word to serve as the basis for your templates.

How to import documents

First create a new template or edit an existing one.

Next, copy and paste your tasks into Process Street. As long as they are on separate lines, the template editor should automatically format them into tasks in your template.

After you’ve done this, you will need to copy and paste the content of each task into the appropriate section.

Learn more about creating and using templates.


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