Duplicating (Copying) Templates

You can duplicate or make a copy of a template in the same organization, or if you are part of more than one organization you can copy it and move it to another organization.

This is useful when:

  • You want to use the same template for different teams in different folders
  • You want to create a new template and use part of your existing template so that you don’t have to re-create it manually
  • If you’d like to use this template in another organization that you are a part of
  • If you’d like to replicate a template before making major edits to your process, therefore saving an older version of it

Users: In order to copy templates, or create and manage folders, you must be an Administrator or a Member who has been given ‘can edit’ access by your Administrator.

Copy a template to a different folder

To duplicate a template in the same organization you first need to find your template in your template dashboard.

Click on the template name (or click the three dots on the right) to open the template’s menu.

Once the menu is open on the right-hand side of the screen, click the “More options” button and then click “Copy template”, as shown below.

When the copy menu opens up, you can select a folder to move your template to:

As soon as you click on a folder, the template will be copied to it. You will then receive a green flash notification at the top of your screen, to let you know that the copy has been completed.

You can now go ahead and change the name of your copied template and save the changes when you’re done.

Copy a template to another organization

If you are part of more than one organization, you can select the organization you’d like to copy the template to from the dropdown at the top of the copy menu.

After you’ve selected the organization, you can choose which folder to copy the template to, as shown below.

Note: If you would like to copy templates from one organization to another, you will need to be an Admin of both organizations to do this.

Learn more about Getting started with templates and Creating and managing folders.


 

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