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Duplicating a System

This video demonstrates duplicating and customizing systems for the efficient creation of separate systems without starting from scratch.

 

1. Identify the Source System

The Duplicate feature is best used when you have processes that share 80–90% of the same steps (e.g., "Invoicing a New Client" vs. "Invoicing an Existing Client").

  • Locate the existing system, policy, or training you wish to copy in the left-hand sidebar.

2. Execute the Duplicate Command

You can initiate a copy without having to open the system first:

  • Right-click on the title of the system you want to copy.

  • Select Duplicate from the menu options.

3. Select the Destination

A window will appear asking where the new copy should be placed:

  • Navigate through your folder structure to find the target location.

  • Click on the specific folder where the copy should live (e.g., "Marketing > Social Media").

  • Click the Duplicate button to confirm.

4. Customize the New Copy

SystemHUB will create an exact replica of the original content in your chosen folder.

  • Locate the copy: It will appear in the folder you selected.

  • Edit: Open the new system and enter Edit Mode.

  • Modify: Rename the title immediately to avoid confusion with the original, then add or remove the specific steps required for this version of the process.

  • Publish: Click Publish to save your new, unique system.