How to copy and export Processes

Summary / Learning objective
– Learn how to copy and export processes

Copy a process

1. Go to the ‘Processes’ tab and click the ‘Copy’ icon on the process you would like to copy:

2. This will generate another process with the same settings. By default, it will include ‘Copy’ in the name. You can change this.

Export a process

1. Go to the ‘Processes’ tab and click on the ‘Export’ icon:

2. This will create an .XML file. You can edit this and/or share it with another user and reimport in the ‘Processes’ tab here:

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