The Copy feature is a quick and easy way to create a newWorkflow Teamusing an existing, similar team. Once you create the duplicate Workflow Team, rename the team, andupdatethe team by adding and/or deleting team members.
Click the Gear Icon in theNavigation Toolbar, and clickWorkflow Teams.
In the Workflow Teams browse screen, clickNewin the toolbar.
In the Workflow Team Edit screen, clickCopyin the toolbar.
In the Copy Workflow Team prompt:
Make a selection in the Select Team list.
ClickCopy.
When the screen refreshes, displaying the copied workflow team:
Enter a descriptive name for the workflow team in theTeam Namefield.
Enter a description of the team in theTeam Descriptionfield so that its purpose is easily distinguishable from other workflow teams.
Update the members of the team, which includes adding and/or deleting members.
Use theAddress Bookto add program users to the team.
Click on a person's record to select them and add their name to theWorkflow Teamlist box. To quickly locate a person, enter the first few letters of their first or last name in the Search field, and click the magnifying glass. To clear the filter, click the X.
ClickSubmitto add the team member(s) and close the Address Book.