Did you know you can duplicate workflows in 17hats – and optionally duplicate all of the templates attached to them, too? In this tutorial, you’ll learn how workflow duplication works and when to use each option.
We’ll walk through where to find the duplicate workflow setting, how to rename and configure your copied workflow, and how the “Duplicate All” toggle affects your documents and templates.
You’ll also see real-world examples of when it makes sense to reuse the same templates versus creating new variations for different revenue streams. By the end, you’ll know how to duplicate workflows efficiently, avoid template confusion, and customize your processes without rebuilding everything from scratch.
