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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.

 

What happens when I copy a Task?

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

  • You will be listed as 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:

  • The copy will be nested under the same parent. If the original has no parent, neither will the copy.

  • Any fields and Attributes.

  • Attachments

  • Links

 

How do I copy a Task?

To copy a Task:

  • Click 2017-06-28_1615.png in the action bar.

 

  • Click 2017-06-28_1615_001.png in the resulting drop-down menu.

 
Tasks_-_Copy.jpg

  • In the resulting window, enter the name of the copy in the “Name” field, and/or check the box next to “Include Copies of Tasks” to copy its Tasks.

  • Click 2017-06-28_1616.png.

 

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