Importing workflow templates into projects

You can import a previously saved workflow template into a new project instance.

About this task

Note: Administrators can also import saved workflow templates into project templates so every project instance has the same workflow. However, administrators cannot import saved workflow templates with form tasks into project templates.


  1. Open Workflow tab of the project instance.
  2. Click Edit (Image of a page with pencil).
  3. In Edit mode, click Tools (Spanner) and select Import workflow and save from the menu.
  4. Unica Plan warns you that importing a workflow template deletes the current workflow. Click OK to continue.
  5. Select a workflow template and click Import.


Unica Plan imports the new workflow, saves it automatically, and warns you if you imported form tasks with broken links or approval steps with invalid users, teams or rules.

What to do next

Click Edit (Image of a page with pencil) to modify the workflow you imported.