Copying and Pasting Process Steps

You can copy and paste steps within a process, as well as copy steps from one process and paste the steps to another process.

To copy and paste steps within a process:

1. In the Processes Summary pane, right-click the process that has the step you want to copy and select Edit.

   The Process Editor opens.

2. Click the Steps tab.
3. In the Steps tab, right-click the step you want to copy and select Copy.

4. Right-click on the step that you want below the copied step and select Paste.

   The copied step is pasted above the step you selected.

To copy and paste steps from one process to another process:

1. In the Processes Summary pane, right-click the process that has the step you want to copy and select Edit.

   The Process Editor opens.

2. Click the Steps tab.
3. In the Steps tab, right-click the step you want to copy and select Copy.

4. Go back to the Processes Summary pane and double-click on the process in which you want to add the copied step.

   The Process Editor opens for the selected process.

5. Click the Steps tab.

6. Right-click on the step that you want below the copied step and select Paste.

   The copied step is pasted above the step you selected in the second process.

 

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