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Frequently Asked Questions

Copying Tasks 📋✔

Form tasks can be copied between different workflows. Follow along to see how.


  1. Navigate to the Workflows menu. Click into the existing Workflow that has the form task you wish to copy.
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  1. Click the form task you wish to copy then click Copy form.
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  1. Navigate back to the Workflows menu. Click into the Workflow that you want to paste the form task into.
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  1. Click the Edit button, then click the menu button and then click Paste form.
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  1. Click the Paste button.
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  1. Click the Add form button on the task.
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  1. Click the Save button on the workflow.
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Great job you have copied the form task 🎉.