Last Updated: May 8, 2025
Overview:
Admins can now easily duplicate existing workflow templates, including all associated tasks and their configured send/due dates. This helps admins reduce the need to manually recreate similar workflows from scratch, thus reducing error-prone and time consuming processes.
How to Duplicate an Existing Workflow Template
- Go to Left Side Panel > Workflows > Templates
- From the list of templates, click on the 3-dot menu next to the template you wish to duplicate
- Click on Duplicate
When the workflow is duplicated, what it means:
- Duplicated workflow names will be appended with (Copy 1), (Copy 2), etc.
- The workflow template gets duplicated
- All tasks, send dates, and due dates are preserved in the duplicate.
- You will be able to make adjustments to the new template without altering the original.
Still Need Help?:
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