Export a workflow as a discrete file or import a preconfigured workflow into Smokeball to assist with your firm’s task management.
Export a Workflow
- Open Smokeball Settings.
- Select the Workflows tab from the left panel.
- Right-click on the workflow you wish to export and select Export from the menu.
- In the window prompt, choose the file name, file type, and destination folder for the exported workflow.
- Save the workflow as a JSON .txt file if you plan to import this workflow back to Smokeball or to another Smokeball client.
- Save the workflow as a .CSV file if you wish to view a tabulated version of it in Excel.
- Select Save.
Import a Workflow
To import a preconfigured workflow into Smokeball:
- Open Smokeball Settings.
- Select the Workflows tab from the left panel.
- Right-click anywhere on the list of workflows and select Import.
- In the window prompt, select the workflow file you wish to import and select Open.
Note: You can only import workflows in the JSON format (.txt).
Additional tips
- It is best practice to export or import workflows assigned to the Person Responsible or the Person Assisting.