There are several use cases: consolidating an action plan, merging registers, or moving actions in bulk.
Here are the steps:
Create an action register and name it
Go to Action Plans > Add Plan
Export the action registers to merge
Action Plans > Click on the register > Export XLS
💡 If you wish to export canceled and/or completed actions, click on the relevant buttons.
Create your import XLS
Import the import model
Action Plans > Click on the created register > Import XLS
Copy and paste actions from your exports into the import model.
⚠️ Ensure you select the contents of the "Actions," "Groups," and "Tasks" pages.
Check the action group IDs (column F) to ensure no conflicts. If conflicts exist, modify the group IDs in the "Groups" sheet.
Import the XLS into the new register
💡 If you make an error, delete the import register, create a new one, correct the XLS errors, and re-import your file.