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Export process to CSV

Are you looking to export your Tallyfy processes into a convenient CSV format? Look no further - we’ve got you covered!

CSV files are a great way to organize and analyze your process data. They contain columns and rows that store important information about tasks and their details. You can easily view, sort, and aggregate data in this format. Plus, you’ll find some extra useful details like hidden tasks, form field types (short text, long text, dropdown, checklist, radio button, date, file upload), form field questions, and their corresponding answers.

CSV document example

To export a CSV file in Tallyfy, follow these simple steps:

  1. Open the active process you want to download.
  2. Click on the “Settings” option.

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  3. Scroll down to the bottom and click on “EXPORT CSV.”

Exporting a CSV

That’s it! Your CSV file will be ready for download, and you can start using it to analyze and visualize your process data.