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How to Duplicate a Project

Duplicating an existing project can be a huge time saver! Here's how to do it

Oz Osbaldeston avatar
Written by Oz Osbaldeston
Updated yesterday

Duplicating an existing project is the quickest way to create a new one as it will copy all the details of the existing project, ready for you to then make tweaks. This can save time a huge amount of time when setting up similar workflows.

Step 1: Navigate to Organisation Settings

  1. Select Organisation Settings from the dropdown menu and select Projects.

Step 2: Use the "Create or Copy Submission Type" Option

  1. Click on the Create or Copy Project button

  2. A dialog box or form will appear.

Step 3: Name the new Project

  1. In the box, add the name of the your new Project and then choose the Team the project belongs to and the Project you'd like to copy.

Step 4: Review and Edit the New Project

  1. Once duplicated, all the details of the selected Project will be copied to the new one. This includes:

    • Forms

    • Stages

    • Messages & Automations

    • Payment Settings

  2. The new Project will be in an editable state. Make any necessary changes to the forms, stages, or settings.

Additional Notes

  • Ensure that the copied submission type has a unique name to avoid confusion.

  • Review all settings, especially payment details, to ensure accuracy for the new submission type.

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