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Copy a Task

If you need to create a Task similar to an existing one, you can quickly make a copy of that Task.


Who can copy a Task?

To copy a Task you must:

  • Be able to access the Task.

  • Have permission to create that kind of Task.

NOTE: If the Task is part of a Project, you must also be that Project's Facilitator, Sponsor, or Leader.


What happens when I copy a Task?

  • The copy will be created in the “Draft” status.

  • You will be made its Author.

  • If the original Task was nested under a parent Project, Improvement, or Incident, the copy will be nested under that same parent.

The following information will be copied:

  • Any fields and Attributes.

  • Attachments

  • Links

  • The "private" status


How do I copy a Task?

To copy a Task:

  • Click 2017-10-06_1631.png in the top right corner of the page.

  • Click 2017-10-06_1649.png in the resulting drop-down menu.


In the resulting window:

  • Enter the name of the copy in the “Name” field.

  • Check the box next to "I understand this cannot be undone."

  • Click 2018-04-16_1528.png.


Have more questions? Submit a request