How do I replicate a standard business process project without rebuilding the project everytime?

Question

We have a standard business process review project which we execute each time we consult with a client. Each step needs to be done, or motivated for not being done.

Do I need to recreate the business process review project each time we need to set-up for a business process review:

1. Can I copy the project?

2. Can I import the project from Excel / MeisterTask / etc.?

3. How else can I clone / copy the project.

The reporting from the application provides the information that we want to see, but the requirement to load a 250 step project is cumbersome.

Deon Myburgh · Answer

Thank you, I will try the suggested process

Deon Myburgh · Answer

Thank you, I will try the process

Arthur Mack · Answer

Walter, you right its quick and simple it just sounds like a hassle. One thing Deon could do ontop of this is create a few projects using the shared config but make sure they are hidden, then import the CSV files. Then he can role them out as needed by changing the permissions and name of the project and of course the key.