Duplicating an existing project is the quickest way to create a new one as it will copy all the details of the existing project, such as the stages, forms, review panels assigned and payments ready for you to make tweaks. This can save a huge amount of time when setting up similar workflows.
Steps to Duplicate a Project
Go to Projects and select the three small dots on the project you want to duplicate.
Select the option to Duplicate Project
In the box, add the name of your new Project and then choose the Team the project belongs to and the Project you'd like to copy.
Review and Edit the New Project
Once duplicated, all the details of the selected Project will be copied to the new one. This includes:
General project settings
Stages
Forms
Review settings
Payments
Make any necessary changes to the forms, stages, or settings.
Additional Notes
Ensure that the copied project has a unique name to avoid confusion.
Review all settings, especially payment details, to ensure accuracy for the new project.