Create a Copy of a Position

Overview

This playbook covers how to create a new Position in Leadline by copying an existing one, and how to choose which information carries over.

→ See 111 - Positions for full product knowledge on Positions, including when it is best practice to create a separate Position for a role.

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How Do You Create a Copy of a Position?

There are two ways to copy a Position. Choose the method based on where you are starting from and whether you need to pick a different Workflow for the copy.

Method 1: From the Create Position Modal

Best for: Starting a new Position from the Positions page and using an existing Position as a template, especially when the new Position needs a different Workflow.

1. Click Positions in the Global Navigation.
2. Click Create Position.
3. In the Create Position modal, click Create from Existing.
4. Use the Search positions to use as a template dropdown to select the Position you want to copy.
5. Use the Workflow dropdown to select the Workflow for the new Position.
6. Under Choose what information you want to copy over from this position, clear the checkbox next to anything you do not want to copy.
7. Click Next, then continue following the steps in 401 - Create-Position to finish creating the Position.

Method 2: From the Position Drawer

Best for: Quickly duplicating a Position you are already viewing.

1. Click Positions in the Global Navigation.
2. Click the Position you want to copy.
3. Click Create a Copy.
4. In the Copy Position modal, update the name in the text field. By default, the copy is named "Copy of" followed by the original Position's name.
5. Under Choose what information you want to copy over from this position, clear the checkbox next to anything you do not want to copy.
6. Click Copy.

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Related Topics

111 - Positions — Full product knowledge on Positions
401 - Create-Position — Instructions for creating a Position in Leadline from start to finish
412 - Assign-Workflow — Instructions for assigning a Workflow to a new Position