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How to duplicate or clone tasks

How to duplicate steps

You can duplicate any step in a Tallyfy template to create a copy with the same settings, form fields, and assignments - minus comments and historical data. This saves time when multiple steps share most of their configuration.

Useful when you’re creating multiple approval steps, collecting the same data at different stages, or any time steps share most of their setup.

Prerequisites

  • Admin or Standard user role (Light members can’t duplicate)
  • A template in edit mode
  • An existing step to duplicate

How to duplicate a step in templates

  1. Open your template - click Edit to enter edit mode

  2. Click the step you want to duplicate to open its detail panel

  3. Click the copy icon - in the step detail panel, click the Duplicate Step icon (copy icon)

  4. The cloned step appears directly after the original, positioned at original position + 1

  5. Edit the clone - update the name, assignee, and any fields that differ from the original

What gets copied

Copied

  • Step name (appended with ” - Copy”)
  • Step type (task, approval, expiring, email, or expiring email)
  • All form fields and their settings
  • Description and instructions
  • Deadline settings
  • Assignees, groups, and guest assignments
  • Tags
  • Webhook settings
  • Advanced settings

Not copied

  • Comments
  • Completion status
  • Historical data
  • Internal IDs (new ones are generated)

Best practices

  1. Rename right away - get rid of the ” - Copy” suffix. Stacking copies like “Task Name - Copy - Copy” gets confusing fast

  2. Check assignments - the clone inherits assignees, groups, and guests from the original. Verify they’re correct for the new step

  3. Review form fields - copied fields might need different labels or options for the new context

  4. Check step order - clones land right after the original. Drag them to the correct position in your workflow

Example: multiple department approvals

Need Finance, Legal, and Operations to each approve something?

  1. Build the Finance approval step with all fields
  2. Duplicate it twice
  3. Rename to “Legal Approval” and “Operations Approval”
  4. Change assignees for each department
  5. Add any department-specific fields - maybe Legal needs a compliance checkbox

Tips

  • Perfect the original first - fixing the same typo across 10 duplicated steps isn’t fun
  • Use variables - set up variables in your original step so all clones pull from shared data

Templates > Duplicate a template

Duplicate a template in Tallyfy through the More menu to copy all steps, form fields, automations, tags, and webhooks while generating fresh IDs.

Edit Templates > Edit steps

Tallyfy lets you edit template steps by adding new ones or modifying existing step details including descriptions with rich media and assignments to specific people or groups or guests along with step types and form fields and deadlines set relative to launch or other steps and advanced settings like webhooks and mandatory flags and auto-assignment rules.

Templates > Configure your template

Tallyfy’s template settings let you control general options like duplicating and archiving along with summary details and permissions and export IDs so you can organize and restrict who can view or launch processes from any template.

Templates > Template tools

Tallyfy’s Template Tools let you bulk-create steps by pasting a list and bulk-assign people or adjust deadlines across many steps at once instead of editing each one individually — and Administrators can also push templates into other users’ favorites for quick access.
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