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Importing Workflows

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

Uploading a File

The file must be in CSV format with two columns:

  1. Step Title – The title of the step.
  2. Step Details – Optional additional content for the step.

The Step Details column supports limited HTML:
Only <p>, <i>, <b>, <a>, <ul>, and <ol> tags are allowed.

❌ Headings such as h1 and h2, images, and custom CSS are not supported in the step details column.

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 May 21, 2025

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