How to Clone a Workflow

Objective

The steps to clone a workflow within the system, ensuring team members can easily duplicate existing workflows for efficiency.

Key Steps

1. Login to the Dashboard

• Navigate to the workflows section to your left side.

2. Access the Workflows Section

• Locate and click on the 'Workflows' tab.

3. Select the Workflow to Clone

• Identify the workflow you wish to duplicate.
• Click on the corresponding action icon next to the workflow.

4. Duplicate the Workflow

• After clicking the action icon, a duplicate of the selected workflow will be created.
• The new workflow will be labeled as 'Copy of [Original Workflow Name]'.
• You can now make any necessary changes to this duplicated workflow.

5. Finalize Changes

• Review the duplicated workflow and make any adjustments as needed.
• Save your changes to finalize the new workflow.