Copy a Step or Section
You do not have to rebuild a step you have already written. The copy feature pulls an existing step, or a whole section, out of any workflow in your account and drops it into the workflow you are editing. Use it to reuse a step in a second workflow, or to duplicate one inside the workflow you are already in.
Copy a step or section into your workflow
Copying works in one direction: you open the workflow you want the step to land in, and pull the step towards you.
The Copy a Step button sits on a section's row of buttons, next to Add Step and Insert Section. A workflow with no sections has nowhere to put the button, so add a section first if you do not have one.
- Open the workflow you want to copy into for editing.
- Find the section you want the copy to land in and click Copy a Step on its button row.
- Under Choose Workflow, pick the workflow to copy from. The list is grouped by department and covers every active workflow you can see. It starts on the workflow you are editing, which is what you want when you are duplicating a step in place.
- Under Step or section, pick what to copy. Sections are listed in capitals.
- Click Copy step or section.
Copying a section
Copying a section brings its steps with it. You do not need to copy the steps one at a time, and you do not need to recreate the section heading first.
A section cannot be nested inside another section, so when the copy would land inside one, the dialog offers steps only and greys the sections out.
What comes with the copy
A copied step arrives configured, not blank. It brings:
- its title and all of its details, including text, images, videos and files
- its data collection fields
- its due date setting, including the date field a due date is calculated from
- its subtasks
- its reminders
- its webhooks
- its conditional logic rules
Two things are copied conditionally, and they are the ones worth checking after a copy:
- Assignments come across only when the source workflow is in the same department as the workflow you are copying into. Copying across departments gives you an unassigned step, because the person or role assigned in the other department may not exist in this one.
- Step triggers and linked run workflows come across only when you copy within the same workflow. Copying from another workflow leaves them behind, because they point at steps that only exist over there.
Copying several steps at once
To copy more than one step in a single action, select the steps in the editor and use the bulk copy option instead. See Bulk Copying Steps in a Workflow.
If you find yourself copying the same steps into workflow after workflow, they belong in the step library instead, where one edit updates every workflow using them. See Reusable Section and Step Library.
Video walkthrough
This video walks through copying a step or a section from one workflow into another.