You can copy an existing process and reuse it without creating a template.
To copy a process:
Right-click the main process card on the Dashboard, or
Use the option from the Process Register
This will immediately open the process creation form with a copy of the selected process.
How It Works
The copied process includes the existing setup, allowing you to quickly make adjustments before saving it as a new process.
You can:
Update process details
Add or remove steps
Modify assignments or deadlines
Adjust any workflow items as needed
This is useful when creating a process similar to an existing one without maintaining additional templates, helping keep your template library clean by avoiding one-off or slightly modified workflow templates.