Duplicate a Workflow Template

Objective

To duplicate a workflow template using the Company Workflows tool.

Things to Consider

  • Required User Permissions:

    • To duplicate a workflow template, 'Admin' level permissions on the Company Workflows tool.

  • Additional Information:

    • Duplicate workflow names are NOT permitted.

    • Customers using Procore in English can also choose from a selection of pre-populated quick start workflow templates for financial tools. These templates can be used as-is, or edited to meet your company's needs. Quick start workflows templates are not available outside of English speaking regions at this time.

Steps

  • Duplicate a Workflow

  • Rename the Copy of the Workflow

Duplicate a Workflow

  1. Navigate to the Company Workflows tool.

  2. In the 'Workflows' table, locate the workflow you want to duplicate and click V iew.

  3. Click the icon-duplicate.png icon.
    Procore opens the workflow in a new window and names it: 'Copy of: [Previous Workflow Name]'

Rename the Copy of the Workflow

  1. In the copy of the workflow template, click the pencil icon on the top-left side of the page.

  2. Enter a new name for the template by replacing 'Copy of: [Previous Workflow Name]'.

  3. Choose one (1) of these options:

    • Save and Publish. Click this button to save the copy of the workflow as a published template. You can now assign it for use on a project.
      OR

    • Save as Draft. Click this button to save the copy of the workflow as an unpublished draft.