All the process elements in Stages can potentially be copied over or moved or sorted. Irrespective of the element type (activity, guidance, work product, etc), the steps to copy, move or sort are fairly similar.

A process element can be copied over from one folder to another in same workspace, as well as in different workspace. To copy multiple elements click or tap on three dots at top level as shown in <font inherit/inherit;;#ffffff;;#c0392b>(1)</font> and click or tap on 'Copy. Using this option, you can place a check on multiple elements and they will be copied in one go.

To copy a specific element only click or tap on three dots next to the name of the element as shown in <font inherit/inherit;;#ffffff;;#c0392b>(2)</font> and click or tap on 'Copy' .

Once the element to be copied has been selected, navigate to the folder in same workspace or different workspace and click or tap on 'Paste' to paste the copied element(s)

Note that when a folder containing set of roles, work products or guidance is copied over, the contents within the folder also get copied.

When elements are copied or moved, there are additional considerations that should be kept in mind before taking an action. In case of copying a workflow/activity, if the associated process elements like roles, work products and guidance from the same workspace are not manually copied to target workspace, then those associations are not copied by default. However, process interface to elements in other workspaces are retained and will continue been associated in the same way as they did in the source workspace.

If the associated elements from same source workspace should also appear in the target workspace, then should also be copied over from the source to target workspace. When copied over, the associations will be automatically re-created and will be same as they were in the source workspace.

This is true not only for workflow and activities, but also other process elements. If a role/work product/guidance is copied over from one workspace to another, then any associations it had within elements from source workspace will no longer appear in target workspace. However, process interface with elements from different workspaces will.

The steps to move any process elements are same as described for Copy. Instead of 'Copy', tap or click on 'Move' and paste the option at the desination. Just like copy, single or multiple elements can be moved within or outside the workspace.

Similar to copy function, on moving a process element the associated elements like roles or work products from the same workspace are not moved to target location. However, unlike copy, the process element will continue to be associated to other process elements like roles, guidance or work products through process interface, along with any other process interface that was present in the source workspace.

If the associated process elements should continue to be locally associated and not through remote association at the target location, then those elements should also be moved to the target location.

Sorting of process elements helps to organize information in manner it should appear to users. Though the sorting operation is carried out in left hand navigation, visualization is automatically updated to reflect the new order of elements.

Sorting is particularly useful for organizing Phases & Milestones. Users often created Phases first and Milestones later, and hence they appear in order which they were created. To make the milestone appear after the phase it belongs to, it simply needs to be sorted.

To sort any process element, click on the three dots at top level as shown is <font inherit/inherit;;#ffffff;;#c0392b>(1)</font> and click or tap on <font inherit/inherit;;#ffffff;;#c0392b>(2)</font> to sort.

Then drag any of the elements above or below by holding down on it using left mouse click or simply sliding the element in the order in which it should be and click or tap on 'Sort'.

The elements would now be sorted. This is a custom sort.

In case of folder created for role, guidance and work products, it is recommended to sort them based on alphabetical order to make it easy for the user to locate the right folder. In this case, A-Z option can be selected from drop-down to automatically sort alphabetically.