{"id":5692,"date":"2023-11-03T08:00:24","date_gmt":"2023-11-03T08:00:24","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/duplicate-workflows\/"},"modified":"2026-04-24T09:20:00","modified_gmt":"2026-04-24T09:20:00","slug":"duplicate-workflows","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/duplicate-workflows\/","title":{"rendered":"How Can I Duplicate or Copy Workflows?"},"content":{"rendered":"<p>Duplicating a workflow is a quick way to reuse or adapt existing processes \u2014 whether you&#8217;re creating versions for different teams, saving a backup before making changes, or moving workflows between organizations.<\/p>\n<h2>Why duplicate a workflow?<\/h2>\n<p>Duplicating is useful when you want to:<\/p>\n<ul>\n<li>Use the same workflow in different folders or teams<\/li>\n<li>Reuse part of an existing workflow to save time<\/li>\n<li>Move a workflow to another organization you belong to<\/li>\n<li>Create a backup before making major changes<\/li>\n<\/ul>\n<p><strong>Users: Only Admins or Builders with <a href=\"https:\/\/www.process.st\/help\/docs\/permissions\/\">edit permission<\/a> can duplicate workflows.<\/strong><\/p>\n<h2>Copy a workflow to a different folder<\/h2>\n<p>To duplicate a <a href=\"https:\/\/www.process.st\/help\/docs\/workflows\/\">workflow<\/a> in the same organization, first find your workflow in your <a href=\"https:\/\/www.process.st\/help\/docs\/library\/\">Library<\/a>.<\/p>\n<p>Click on your workflow&#8217;s name, then click the three dots in the top right corner.<\/p>\n<p>Once the drop-down menu is open, click <strong>Duplicate<\/strong>, as shown below.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-13751\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/duplicte-workflow.gif\" alt=\"\" width=\"1340\" height=\"602\" \/><\/p>\n<p>When the duplicate menu opens, select a folder to copy your workflow into. As soon as you click on a folder, the workflow is copied to it.<\/p>\n<p>If you don&#8217;t have a <a href=\"https:\/\/www.process.st\/help\/docs\/folders\/\">folder<\/a> to copy it to, copy it to your library home screen.<\/p>\n<p>Go ahead and change the name of your copied workflow and save the changes when you&#8217;re done.<\/p>\n<p><strong>Note:<\/strong> Duplicating a workflow copies only the workflow and its contents, not the automations. You need to re-create automations in the duplicate.<\/p>\n<h2>Copy a workflow to another organization<\/h2>\n<p>If you&#8217;re part of more than one organization, select the organization you&#8217;d like to copy the workflow to from the dropdown at the top of the duplicate menu.<\/p>\n<p>After you&#8217;ve selected the organization, choose which folder to copy the workflow to, as shown below.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-13752\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/duplicte-workflow-to-org.gif\" alt=\"\" width=\"1340\" height=\"602\" \/><\/p>\n<p><strong>Note:<\/strong> To copy a workflow to another organization, you need to be a member of both organizations with the appropriate permissions \u2014 read access to the source workflow and write access to a folder in the destination organization. Automations are not included in the copy. You need to re-create them in the duplicate.<\/p>\n<p>Learn more about <a href=\"https:\/\/www.process.st\/help\/docs\/workflows\/\">Getting started with workflows<\/a> and <a href=\"https:\/\/www.process.st\/help\/docs\/folders\/\">Creating and managing folders<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Duplicating a workflow is a quick way to reuse or adapt existing processes \u2014 whether you&#8217;re creating versions for different teams, saving a backup before making changes, or moving workflows between organizations. Why duplicate a workflow? Duplicating is useful when you want to: Use the same workflow in different folders or teams Reuse part of [&hellip;]<\/p>\n","protected":false},"author":3,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Workflows","footnotes":""},"ht_kb_category":[208],"ht_kb_tag":[245,160],"class_list":["post-5692","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-faq","ht_kb_tag-copying","ht_kb_tag-workflows"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5692","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/3"}],"version-history":[{"count":5,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5692\/revisions"}],"predecessor-version":[{"id":9865,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5692\/revisions\/9865"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=5692"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=5692"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=5692"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}