Cloning speeds up creation of multiple, similar work order templates (e.g., business internet delivery that may be slightly different based on transport types).
As a result, an inactive copy with tasks, phases and dependencies is created with a new name (template names are required to be unique).
To clone a template:
- Open source template details
- Click Clone Template action button
- Provide a new, unique name (by default the same name with -clone suffix is suggested)
- Click Clone
- A new template is created
| Important | A cloned template is not ‘active’ and cannot be immediately used. To activate the template, simply edit it and check Active field. |
