Duplicate a Workflow Template

• Required User Permissions:

  • To duplicate a workflow template, 'Admin' level permissions on the Company Workflows tool.

• Additional Information:

  • Duplicate workflow names are NOT permitted.

  • Customers using Procore in English can also choose from a selection of pre-populated quick start workflow templates for financial tools. These templates can be used as-is, or edited to meet your company's needs. Quick start workflows templates are not available outside of English speaking regions at this time.

• Duplicate a Workflow

• Rename the Copy of the Workflow

Duplicate a Workflow

1. Navigate to the Company Workflows tool.

2. In the 'Workflows' table, locate the workflow you want to duplicate and click View.

3. Click the duplicate icon.

Rename the Copy of the Workflow

1. In the copy of the workflow template, click the edit icon on the top-left side of the page.

2. Enter a new name for the template by replacing 'Copy of: [Previous Workflow Name]'.

3. Choose one of these options:

   • Save and Publish. Click this button to save the copy of the workflow as a published template. You can now assign it for use on a project.

   • Save as Draft. Click this button to save the copy of the workflow as an unpublished draft.