Duplicating company workflows

If you need to create a workflow that has a similar configuration to an existing workflow, save time by duplicating the existing workflow and then editing the new copy.

1. Click your avatar and choose Company settings.

   The Company settings pane opens.

2. Click Workflows.

   Existing workflows are displayed. You can click the workflow name to see the workflow details or use the search to find a workflow.

3. Click the menu icon on a workflow and select Duplicate.

   A copy of the workflow is added. The new workflow has copy <number> added to the end of the name (for example, MyWorkflow copy 1). The workflow is inactive. See Activating and inactivating company workflows. See Editing company workflows for information on making workflow changes.