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Importing and Exporting Workflow Templates

Importing and Exporting Workflow Templates

OnTask allows your workflow template to be exported and imported into the same organization or into a different organization. You can now use this to share templates, copy templates to another group, or make a copy to modify and use with a different document or form.

To export to an OnTask Workflow Template (OTW) file:

  1. Open workflow template in the workflow builder, you do not have to accept the message
  2. Select the icon for Export/Import Workflow Model
  3. Click “Export”

To import an OTW file in the template assistant

  1. Click the card for: I’d like to import a previously exported workflow template
  2. Click “Browse for Model” and pick the file with an OTW extension to import
  3. Click “Import”

If saving into the same group and same organization, consider changing the template name at this time to differentiate from the first template.

To import an OTW file in the Workflow Builder

  1. Click the template you wish to overwrite or start one from scratch
  2. Click the icon for Export/Import Workflow Model
  3. Click the “Import” tab
  4. Click “Browse for Model” and pick the file with an OTW extension to import
  5. Click “Import”

Consider changing the name as the name will be updated by the import process.