Duplicating a Process

You can create a copy of any existing process template.

How to duplicate

Go to the Process Library.
Click the three-dot menu on the process you want to duplicate.
Select Duplicate Process.

A new copy of the process will be created with all its tasks, sections, form elements, and settings. The duplicate will appear in your process library as a draft.

What gets copied

All tasks and their form elements
Sections and section settings
Process description
Task dependencies
Task assignments and visibility settings
Due date configurations

What doesn’t get copied

Existing instances (running processes)
Scheduled runs
Sent invitations