Want to create similar tasks without all the repetitive setup? Just clone them. Tallyfy lets you duplicate existing tasks - complete with all their settings, form fields, and configurations (except comments). It’s like having a fresh copy to work with.
This feature really shines when you’re creating multiple approval steps, collecting the same data at different stages, or basically any time tasks share most of their configuration. Think of it as your workflow copy machine.
You’ll find yourself reaching for the clone button in these situations:
Multiple approvals: Need Finance, Legal, and Operations to all approve something? Clone that first approval task instead of rebuilding it three times
Repeated data collection: Collecting inventory data from 5 warehouses? Create one perfect form, then clone it for each location
Parallel workflows: When different team members need the same task with identical instructions - why type it all again?
Template variations: Building similar processes becomes way faster when you start with a working template and tweak from there
How to duplicate a task in templates
Open your template: Navigate to the template and click Edit to enter edit mode
Find the task to clone: Locate the task you want to duplicate in your template
Access task options: Click the three dots (⋮) menu on the task
Select clone: Choose Clone task or Duplicate task from the menu
Position the new task: The cloned task appears directly after the original task
Modify as needed: Edit the cloned task’s name, assignee, and any fields that differ from the original
What gets copied when cloning
Copied elements
Here’s what comes along for the ride:
Task name (you’ll see “Copy of” in front - we’ll talk about renaming in a bit)
Task type (whether it’s a regular task, approval, email task, etc.)
All form fields and their settings
Task description and instructions
Deadline settings
Assignment rules
Any automation rules that affect the task
Advanced settings
Not copied
These stay behind with the original:
Task comments
Task completion status
Historical data
Task-specific IDs or references
Makes sense, right? You get a clean slate with all the configuration intact.
Best practices for task duplication
Rename immediately: First thing - get rid of that “Copy of Task Name” label. Nobody wants a template full of “Copy of Copy of Approval Task”
Update assignments: The clone inherits all assignment rules from the original. Double-check who’s getting assigned what
Verify form fields: Make sure those copied form fields still make sense for your new task. Field names matter for data collection
Test automations: Got automation rules on the original? Test them. Sometimes cloned tasks need their own automation tweaks
Consider task order: Clones appear right after the original. Drag them where they actually belong in your workflow
Common use case examples
Example 1: Multiple department approvals
Let’s say you need Finance, Legal, and Operations to all approve a new vendor. Same approval form, different people. Here’s the play:
Build out that Finance approval task with all the fields you need
Clone it twice - boom, instant copies
Rename them to “Legal Approval” and “Operations Approval” (no more “Copy of” confusion)
Switch the assignees to each department head
Tweak any department-specific fields - maybe Legal needs an extra compliance checkbox
Simple.
Example 2: Multi-location data collection
Picture this: You’re collecting inventory data from 5 warehouses. Same exact form for each location. Don’t build it five times!
Create your perfect inventory form for Location A
Hit clone 4 times
Rename each clone for locations B through E
Update the location details and who’s responsible at each site
That’s 20 minutes of work instead of 2 hours.
Example 3: Parallel task assignments
Three quality inspectors need to check the same things? Clone to the rescue:
Set up the quality check task with all your criteria
Clone it twice
Just change the assignees - everything else stays identical
Each inspector gets their own task, but you only built it once.
Tips for efficient cloning
Build once, clone many: Get that first task perfect before you start cloning. Trust me - fixing the same typo in 10 cloned tasks is nobody’s idea of fun
Use variables: Here’s a pro move - set up variables in your original task. Then all your clones can pull from the same shared data. Change it once, updates everywhere
Clone groups: Got a whole sequence of related tasks? You can clone them as a group and keep all their relationships intact. Way faster than rebuilding complex workflows
Duplicating templates in Tallyfy is accomplished by clicking the More menu on any template card and selecting Duplicate which creates an exact copy ready for customization while preserving most settings except tags webhooks and internal IDs.
Templates are reusable blueprints that transform business processes into self-driving workflows by capturing every step and decision point while automatically assigning tasks sending reminders and tracking progress to eliminate process variations and reduce completion time by 40%.
Tallyfy transforms complex approval workflows into trackable processes with clear visibility and accountability by providing kick-off forms conditional logic dynamic assignments real-time status tracking automated reminders and organized archiving to eliminate confusion and bottlenecks.
Tallyfy enables comprehensive step editing in templates through adding new steps with simple naming and modifying existing ones via description editing assignment configuration step type selection form field management deadline timing controls and advanced settings including process launching completion requirements and webhook integration.
