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🔄 How to Duplicate a Template in Trackline

🔄 How to Duplicate a Template in Trackline
Use an existing template as a base to create new ones
In Trackline, part of the Code Contract platform, the duplicate template feature allows you to quickly create an exact copy of an existing template and adapt it to new needs—without altering the original.

This function is ideal for speeding up the creation of similar workflows while maintaining a consistent structure.

Benefits of duplicating templates

  • Speed: Get a ready-to-edit copy without starting from scratch.
  • Security: The original template remains untouched and available for other use cases.
  • Customization: You can tailor the duplicated template for specific processes without affecting others.

How to duplicate a template

  1. Access the Templates section
    Go to the Templates module within Trackline.
  2. Select the template to duplicate
    Find the template you wish to copy.
  3. Use the duplicate option
    Click the button or options menu and select Duplicate template to create an exact copy.
  4. Edit the duplicated template
    Customize the requests, phases, roles or any elements to suit the new workflow.
  5. Save and start using the template
    Once edited, save the template and use it to quickly launch new processes.