Copying Custom Workflows
Account admins can duplicate account-wide custom workflows. On Enterprise Standard and Pinnacle accounts, this is a controlled admin permission, so some admins may not have it. Space workflows can be duplicated by space admins.
After duplicating a workflow it can be edited to meet your team's needs.
When you duplicate a workflow, its copy has the same statuses, automatic assignees, and status transition settings as the original one. The duplicated workflow will appear in the workflows list in the Account Management section.
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Click your profile image in the upper right-hand corner of your workspace 1.
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Select Settings from the drop-down.
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Click Workflow in the left-hand navigation panel. 2
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Click the title of the workflow you'd like to duplicate. If you don’t see it, press Ctrl + F (or Cmd + F, if you're on a Mac) and search for it in the list.
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Click the three-dot menu button in the upper right-hand corner 3.
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Select Duplicate workflow 4.
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A duplicate of a workflow opens and you can immediately edit it.
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Click Save in the upper right-hand corner once you make all necessary changes. Even if you don't edit your duplicated workflow, you must click Save or it won't be created.
Space admins can duplicate space workflows. The duplicated workflow will appear in the list of space workflows.
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Open a space in which the workflow is located.
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Click the gear icon in the upper right-hand corner of the workspace.
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Hover over the name of the workflow and click the pencil icon that appears.
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Click the three-dot menu button in the upper right-hand corner of the workspace.
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Select Duplicate workflow.
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The copy of the workflow is created and opened automatically in the same window for you to edit.
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Click Save to finish creating the copy of this workflow.