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Export a Process to Smartsheet

Create a checklist to perform process steps when executing a process. This article also covers how to set up the Smartsheet API key.

James Ross avatar
Written by James Ross
Updated over a year ago

As a stakeholder, you have an option to export a process as a Smartsheet file. All activities and tasks are exported and assigned to the users linked to the roles.

To export a process to Smartsheet, the company needs the permission Allow Export to Smartsheet, and the user has to add the Smartsheet API token to their security settings.

Steps to Export to Smartsheet

  • Open the selected process

  • Click on the Export icon above the title

  • Select Smartsheet

  • After the export, ProcessPro gives an option to open the Smartsheet file

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