The copy feature is available under the ellipses of each workflow template. You can use this feature to make a copy of an item that already exists in the system. Making a copy of an item will produce an identical item that is in “Draft” status. On this copied item, you will be made the Author or Facilitator. Additionally, you have the option of converting your newly copied Item into a different Template Type, if necessary.
NOTE: This action cannot be undone
For an overview on how to copy a specific workflow type, select the corresponding link below:
- Copy a Project
- Copy an Improvement
- Copy a Task
- Copy a Chart
- Copy an Incident - Is the Incident Module active for your organization?