Skip to main content

How to use and duplicate a teammate’s workflow in Tactiq Teams

Personalize team workflows by duplicating and customizing templates for your own tasks

Written by Ken

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

  • Click on New Workflow to open the list of available templates.

  • Under Workflow Templates, select the Team filter to view workflows created by your team members. Find the workflow you want to use and select it.

Duplicate and customize the workflow

  • Click Duplicate to make a copy of the selected workflow. The duplicated workflow will be labeled Copy 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, ready to use.

Need help? Contact [email protected].

Did this answer your question?

Related Articles