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Turn Process into Template (Process Copying)
Turn Process into Template (Process Copying)
Kestutis Vansavicius avatar
Written by Kestutis Vansavicius
Updated over a week ago

If you have an existing process that you want to turn into a template you can create a template by copying an entire main process with every underlying subprocess.

Use cases

  • If you acquire a similar client and wish to mirror the same setup of processes, you can simply create a template from an active process and deploy it as a new process by making some adjustments to names and descriptions.

  • Copy an existing process. If you want to entirely duplicate an existing process and avoid spending time creating it from scratch, you can simply create a template from it and deploy it as a new process.

How to convert an active process into a template

  1. Go to 'Main Processes'.

  2. Find the main process you want to copy.

  3. Press the three dots menu button.

  4. Choose 'Create template' (next to 'Active/Inactive' and 'Change').

  5. Alternatively, access the main process details and find the same button near the process report and change.


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