Clone a Marketplace Process Template

To clone a marketplace process template, follow the steps below.

  1. Go to App Builder > Processes.

    The Processes page appears.

  2. Click either Activity Process or Checklist Process card as per your requirement.
    Check out the Work Processes page to know more about both processes.
  3. Click the Create Process button.

    The Add a New Activity Process Template pop-up appears.

  4. Click the Create From Marketplace link.

    The Process Marketplace page appears with the Functions and Industries buttons on the left.

  5. Click either Functions or Industry as per your business needs.

    The predefined templates in the particular type or industry appear on the right side.

  6. Hover the cursor towards the required process template and click the Preview button.
  7. Click Clone This Template button.
  8. Change Title if you want.
  9. Click Save.