If you’re part of a Tactiq Team, you can use workflows created by teammates. Duplicating a teammate’s workflow allows you to personalize it for your own tasks without changing the original.
Here’s how to find a workflow created by a teammate and make it your own.
Find and duplicate a teammate’s workflow
In your Tactiq dashboard, go to the
My Workflowssection.
Click on
New Workflowto open the list of available templates.
Under
Workflow Templates, select theTeamfilter to view workflows created by your team members. Find the workflow you want to use and select it.
Duplicate and customize the workflow
Click
Duplicateto make a copy of the selected workflow. The duplicated workflow will be labeledCopy of [Workflow Name]by default. You can rename it to match your needs.
Open the duplicated workflow to edit and customize the steps for your own tasks.
Once saved, your personalized workflow will appear in My Workflows on the dashboard, ready to use.
Need help? Contact support.