Copying a Workflow

To quickly create a copy of a workflow, find the workflow on the workflows list page, click the three-dot menu (⋯) to the far right of the workflow title, then click Make Copy under “Other tasks.”

For small Workflows, the copy is created immediately and you’re taken to the edit page of the new copy. For larger Workflows, the copying process runs in the background — you’ll receive an email when it’s ready.

The copy includes all steps, sections, conditional logic, subtasks, and content. Tags are not copied.

The new Workflow is named “[Original Title] - Copy” — rename it on the edit page.