Export process to CSV

Export processes to CSV format

Export any running process to CSV directly from Tallyfy. Open the process, click the More menu, and select Export CSV. The file downloads in seconds with all tasks, form answers, comments, and timestamps.

This is a Pro plan feature. Light members can’t access it.

What do I need?

• View access to the running process
• Admin or Standard member role (not Light)

How do I export a process to CSV?

1. Open the running process you want to export.
2. Click the More dropdown in the process sub-navigation bar.
3. Select Export CSV from the menu.
4. The CSV file downloads to your computer automatically.

What’s in the CSV file?

Each row represents a task, form field answer, or comment. You get 49 columns covering:

• Process info - name, ID, source template, start/end dates, owner
• Task info - name, status (complete, active, waiting), due dates, completion times, assignees
• Milestone data - IDs, names, and positions for milestone checkpoints
• Form field data - field names, answers, field types, file upload details
• Hidden tasks - even auto-skipped tasks appear in exports, which helps for audits
• Comments and issues - comment text, issue reports, resolution status

The CSV file structure article covers all 49 columns in detail.

Timestamp handling in exports

Timestamps in CSV exports use YYYY-MM-DD HH:MM:SS format without timezone info. In Tallyfy’s interface, these same timestamps display in your personal timezone setting.

Bulk export for multiple processes

For exporting many processes at once, use the open-source Python script in the api-support repository ↗. It can:

• Export all processes to a single CSV
• Filter by status (active, complete, or all)
• Filter by template ID
• Handle pagination automatically

# Export all processes
python3 export_processes_csv.py

# Export only active processes
python3 export_processes_csv.py --status active

# Export processes from specific template
python3 export_processes_csv.py --template YOUR_TEMPLATE_ID

The script produces the same 49-column format as manual exports - one row per task. See API code samples for more programmatic options.

Alternative export methods

Besides manual CSV export, you can:

• Use webhooks to send form data to external systems automatically when tasks complete
• Connect via API to pull form field data programmatically
• Set up middleware (Zapier, Make) to stream form responses to spreadsheets

See webhook setup for automated data export.

Common uses for exported data

1. Analysis - open in Excel or Google Sheets to measure task durations, find bottlenecks, or compare team performance
2. Reporting - build charts showing completion trends, cycle times, or bottleneck patterns
3. Backup - keep offline copies of important processes for future reference
4. Integration - feed data into Power BI, Tableau, or other analytics tools
5. Auditing - every action, timestamp, and decision is recorded for compliance

Large files

Processes with hundreds of tasks may produce large CSV files. Excel and Google Sheets handle most files fine, but for thousands of rows, consider a database tool.

Related articles

Analytics > CSV file structure

Tallyfy’s CSV export flattens a running process into a 49-column spreadsheet file where each row represents a task or form field or comment and columns are grouped into process info and task details and assignments and form answers and comments — making it easy to analyze workflow data in any spreadsheet or BI tool while handling quirks like “NaN” date values in analytics platforms.

Tracking And Tasks > Tracker view

Tallyfy’s Tracker view serves as a real-time organizational dashboard for monitoring all running processes through board or table formats with built-in filtering presets and sorting options that let you spot bottlenecks and manage work across your entire organization from a single screen.

Tracking And Tasks > An overview of processes

In Tallyfy a process is a live running instance of a template that you launch and track daily where each process captures a snapshot of its template at launch time and can be uniquely named or auto-named while allowing extra tasks to be added on the fly and then archived or restored after completion.

Processes > Process lifecycle management

Every process in Tallyfy moves through five distinct phases—create a template with steps and assignments then launch a named instance where assignees complete tasks while you monitor progress in the Tracker view and finally review captured data after completion to improve your template based on patterns found across multiple runs.

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