If you need to access a list of your processes outside of Strivr or send a separate Excel spreadsheet to someone else in your organization, you can do it by using Export to CSV function.

  1. In your Strivr account, navigate to Processes -> Main Processes, or Processes -> Subprocesses depending on your needs.

  2. You will find EXPORT TO CSV button in the top left corner of the screen.

This way, you can download a file with a list of your processes, routine type, Categroy/Group, Tags, and Responsible to a CSV file:

Filter your Excel file if you only want to see processes that meet certain criteria:

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