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Copy nested items when copying a Project or Improvement

When copying a Project, Improvement, or Incident (if you have the Incident Add-On enabled), you have the option of copying all of its nested Tasks, Projects, and Improvements as well.

NOTE: Only Improvements and Projects nested directly under this Project will be copied. That is, an Improvement nested under a Project that is nested under the Project you are copying will not be copied.

To copy an item, you must:

  • Have access to it.

  • Have permission to create that kind of item.

NOTE: If it’s part of a Project, you must also be a member of that Project’s team.

 

What happens when I copy a Project, Improvement, or Incident’s nested items?

  • Copied Improvements will be moved into the draft status with the copier entered as the Author

  • Copied Projects will be moved into the new status with the copier entered as the Facilitator

  • Copied Tasks will be moved into the new status with the copied entered as the Author.

The following information will be copied for each item:

  • Title

  • Parent Project

  • Fields

  • Attachments

  • Links

  • Charts

  • Whether it is Private or not

 

How do I copy the nested items while copying the parent Project, Improvement, or Incident?

  • Open the Project, Improvement, or Incident you want to copy.

  • Click 2017-05-01_1238.png in the action bar.

 

  • Click 2017-05-01_1239.png.

Copy_Incident.jpg

  • In the resulting window:

    • If you’re copying an Incident or Improvement: check the box next to “Include Copies of Tasks” to copy its Tasks.

    • If you’re copying a Project: check the box next to “Include Copies of Tasks” to copy its Tasks; “Include Copies of Improvements” to copy its Improvements; “Include Copies of Projects” to copy its Projects.

  • Click 2017-05-22_1202.png.

 

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