You will need to be a workflow manager of the workflow, or have the Full Write Workflows permission, to perform this action. The permission must reach at least one of the workflow's campuses.
Workflows can range from simple to complex, depending on the need. Sometimes it is quicker to copy an existing workflow task than to create a new one from scratch, such as when several people will receive assignments with the same instructions in one workflow, or when several workflows use the same task.
Copying a task saves time when the new task has similar requirements. You can then change the copy to suit your needs without starting from the beginning.
Copying a task
Click Automation in the left-hand navigation menu and select Workflows. Open the workflow with the task you want to copy.
On the Editor tab, click the three-dot menu for the task you want to copy and select + Copy Task.
A window shows the name of the task, an optional description of the copy, and the workflow it should be added to. (This Workflow) is chosen by default. To copy the task to a different workflow, choose it in the Workflow drop-down. You must be a workflow manager of that workflow or have Full Write Workflows there.
Optionally, choose to go to the workflow after copying, then click Copy.
If you copy the task to your current workflow, or go to the workflow where you copied it, the new task shows in blue. Connect it to the tasks before and after it, and edit any details in the Properties panel on the right.
When you are happy with the placement and properties, click Save Now at the top of the screen.
Note: With more than one organization, copying a task into another workflow is refused if someone in the task's assignment pool cannot reach that workflow's organization, or if the task's campus is outside the workflow's organizations.