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Importing Workflows

There are two ways to import one of your existing workflows into Manifestly.

Uploading a File

The format of the file needs to be a CSV and there are two columns supported. The first column contains the step title and the second column can contain detailed content for the step. HTML if the step details is limited to paragraph tags, italics, bold, links, and lists. Headings, images, and CSS style is not supported.

Similar to copy and paste below, to identify a step as a section header, put an asterisk in front of the step title.

Copy & Paste from a Document

You can import from a spreadsheet or a word document. Just head to the Workflows tab in our app.

When importing, the only trick is to put an asterisk in front of steps that are header sections as shown in this short video.

Updated on March 13, 2023

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