Clone a Project Level Workflow Template
Objective
To clone a project level workflow template.
Background
To create a new workflow template that's the same or very similar to an existing one, clone it. A clone is an exact copy of the original template, which you can then change as needed
Things to Consider
- Required User Permissions:
- To clone a project level workflow template, 'Admin' level permissions on the Company level Workflows tool.
Steps
- Navigate to the Project level tool with the template to clone.
- Click the Configure Settings
icon.
- Click Workflows Settings.
- In the tool's Workflow Settings, locate the template to clone and click Configure.
- At the top of the page, click Clone for Project.
Procore creates a new template that retains the original settings and names it: Copy of: [Template Name]