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[Feature] Tree Templates + Import/Export #66

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opened 2026-02-10 16:01:00 +00:00 by chihlasm · 0 comments
chihlasm commented 2026-02-10 16:01:00 +00:00 (Migrated from github.com)
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Summary

Pre-built tree packs for common MSP scenarios (M365 admin, Azure AD, network troubleshooting). Allow MSPs to export and import tree templates. Eventually: a marketplace.

Why

  • Building trees from scratch is the biggest adoption barrier after PSA integration
  • Import a "Microsoft 365 Troubleshooting" pack on day one → time-to-value collapses from weeks to minutes
  • Creates network effects — more MSPs = more templates = more valuable for everyone

Implementation Notes

Phase 1: Export/Import

  • Export tree as JSON file (tree structure + metadata)
  • Import tree from JSON (creates new tree, assigns to current user)
  • Strip user/team-specific data on export

Phase 2: Template Packs

  • Curated packs: M365, Azure AD, Network, Endpoint Management
  • One-click install of a pack (creates multiple trees)
  • Template versioning (update pack without overwriting customizations)

Phase 3: Marketplace (Future)

  • Community-contributed templates
  • Rating/review system for templates
  • Potential revenue stream

Acceptance Criteria

  • Export tree as JSON from tree editor/detail page
  • Import tree from JSON file on tree library page
  • Imported tree assigned to current user with "imported" metadata
  • (Phase 2) Pre-built template packs available

Sources

  • .claude/docs/ai/resolutionflow/10x/session-1.md — Medium Opportunity #3

Priority

Explore — import/export is quick, marketplace is later

## Summary Pre-built tree packs for common MSP scenarios (M365 admin, Azure AD, network troubleshooting). Allow MSPs to export and import tree templates. Eventually: a marketplace. ## Why - Building trees from scratch is the biggest adoption barrier after PSA integration - Import a "Microsoft 365 Troubleshooting" pack on day one → time-to-value collapses from weeks to minutes - Creates network effects — more MSPs = more templates = more valuable for everyone ## Implementation Notes ### Phase 1: Export/Import - Export tree as JSON file (tree structure + metadata) - Import tree from JSON (creates new tree, assigns to current user) - Strip user/team-specific data on export ### Phase 2: Template Packs - Curated packs: M365, Azure AD, Network, Endpoint Management - One-click install of a pack (creates multiple trees) - Template versioning (update pack without overwriting customizations) ### Phase 3: Marketplace (Future) - Community-contributed templates - Rating/review system for templates - Potential revenue stream ## Acceptance Criteria - [ ] Export tree as JSON from tree editor/detail page - [ ] Import tree from JSON file on tree library page - [ ] Imported tree assigned to current user with "imported" metadata - [ ] (Phase 2) Pre-built template packs available ## Sources - `.claude/docs/ai/resolutionflow/10x/session-1.md` — Medium Opportunity #3 ## Priority **Explore** — import/export is quick, marketplace is later
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Reference: chihlasm/resolutionflow#66
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