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This article helps you understand how to copy an existing workflow definition of a project template.

Copy a Workflow Definition of a Project Template (Overview)

This article helps you understand how to copy an existing workflow definition within the same project template.

Copy a Workflow Definition in the Same Project Template

This article helps you understand how to copy an existing workflow definition to a different project template or a project.

Copy a Workflow Definition to a Different Project Template or a Project

Copy an Existing Workflow Definition on a Project Template

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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