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Copy a Chart

You can quickly make a copy of a Chart. This is perfect for when you are working with similar Charts in a bunch of different Locations.

 

Who can copy a Chart?

To copy a Chart you must have both permission to access it and to create new Charts of that type.

NOTE: If the Chart is nested under a Project, you must be a member of that parent Project's team.

 

What happens when I copy a Chart?

  • The new copy will be in the New status.

  • You will be made the Author.

The following information will be copied:

  • The title

  • The parent (if there is one)

  • The information in any of its fields and Attributes

  • Any attachements and links

  • Any links

  • The "private" status

You also have the option of copying all of its nested Charts, Tasks, Projects, and Improvements.

NOTE: Only items nested directly under this Chart will be copied. That is, an Improvement 
nested under a Project nested under the Chart you are copying will not be copied.

  • Copied Improvements will be in the "Draft" status with the copier entered as the Author

  • Copied Charts will be in the "New" status with the copier entered as the Author

  • Copied Projects will be in 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

 

How do I copy a Chart?

Open the Chart you want to copy, then:

  • Click 2018-03-26_1432.png in the top right corner of the page.

  • Click 2018-03-26_1433.png in the resulting drop-down menu.


Copy_Chart.jpg


In the resulting window:

  • Edit the name of the new copy in the "Name" field as necessary.

  • (**Optional**) Check the box next to "Include Copies of Charts" to include copies of the Charts nested under this Chart.

  • (**Optional**) Check the box next to “Include Copies of Tasks” to include copies of the Tasks nested under this Chart.

  • (**Optional**) Check the box next to “Include Copies of Improvements” to include copies of the Improvements nested under this Chart.

  • (**Optional**) Check the box next to “Include Copies of Projects” to include copies of the Projects nested under this Chart.

  • Click 2018-03-26_1442.png.


The new Chart will be created and automatically opened.

 

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