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.

Prerequisites

Steps

  1. Navigate to the Project level tool with the template to clone.

  2. Click the Configure Settings icons-settings-gear.png icon.

  3. Click Workflows Settings.

  4. In the tool's Workflow Settings, locate the template to clone and click Configure.

  5. At the top of the page, click Clone for Project.

    clone-for-project.png

    Procore creates a new template that retains the original settings and names it: Copy of: [Template Name]

Next Step