Import Labels and Values in Workflow

2 minute(s)

The import feature in Workflow lets you pull in existing status columns from your board, so you don’t have to recreate everything from scratch. It’s a quick way to save time and maintain consistency, especially when adding Workflow to boards that already have a defined structure.

The Difference Between Import Labels and Import Values

Import labels allows you to bring existing status labels from other status columns within your board into the Workflow app. This is particularly useful when you have predefined stages or statuses that you want to incorporate into your new workflow without manually recreating each one. Imported labels are visible directly in the ‘Edit Workflow’ screen.

Import values enables you to import the actual data entries (items) from an existing status column into your new Workflow column. This means that not only the labels but also the current status values assigned to each item can be transferred, preserving the state of your workflow items.

Import Status Column Labels

• Once the Workflow column is installed, click on one of the gray boxes to open the menu, then click ‘Edit Workflow’.

• Click on ‘Import columns’ at the top right of the screen.
  

• Use the drop down menu to choose the status column whose labels you want to import into your Workflow. It make take several minutes to import the labels.

• Pro tip: Make sure that the default (empty) gray status box remains as the starting point of your workflow.

Import Values Into the Workflow Column

• Once the column labels have been fully imported, click on the ‘Import Column’ button (referenced above) and select the column whose values you wish to import. 

• Click ‘Import Values’ to import the column values into your Workflow column. Repeat as needed.

• You can import values of up to 200 items at a time. If you have more, repeat the import process as needed.

• Imported labels may not retain their original colors, but you can customize them manually post-import.

Customize Imported Column Values

• Click the three dots at the top of the Workflow column
• Click Settings, then Customize Status column

• Customize the labels as you would in a standard status column