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Workspace PS Web App & Platform
Categories Import/Export
Created by Guest
Created on Jun 7, 2021

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Consolidate all Import/Export types to one location in Settings

Problem: Currently when users want to start a new portfolio or project, they have to visit many different places in the settings area to export the spreadsheets to input their data, then go back to those locations to import again.

Suggestion: Keep the import options where they are, but also have a central location in Settings where the user can see every import/export type available to them to streamline the process.

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