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How to 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 "Draft" 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 Attachments and Links

  • Any Chart Annotations (if chosen to do so)

  • 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 "Draft" status with the copier entered as the Author

  • Copied Projects will be in the "Draft" status with the copier entered as the Facilitator

  • Copied Tasks will be moved into the "Draft" status with the copied entered as the Author

 

How do I Copy a Chart?

Open the Chart you wish to copy, then:

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

  • In the resulting drop-down menu, click Copy.png.

CopyChart1.jpg

In the resulting window:

 

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

  • (**Optional**) Check the box next to “Copy Team” to add the original Item’s Team to the new copy. The copied Item and all of its nested Charts and Projects will be affected.

  • (**Optional**) Check the box next to “Copy nested items” to include copies of the Items nested under this Chart.

NOTE: Only the first 100 nested Items will be copied.

    • Select how many levels down within the nested Items you want to bring over when copying.

      • Selecting “One Level” will only bring over the Items that are directly nested under the Item you are currently copying.

      • Selecting “All Levels” will bring over all of the nested Items, several levels deep, that are nested under the Item you are currently copying.

    • Select whether you want to copy all types of nested Items or not.

      • Selecting “Yes” will bring over all types of nested Items under this Chart, like Projects, Improvements, Incidents, Tasks, or Charts.

      • Selecting “No” will give you the option to check boxes next to the types of nested Items you want to bring over to the new copy.

    • Select whether you want to copy all types of nested Items or not within the subsequent levels of this Chart.

      • Selecting “Yes” will bring over all types of nested Items under Items that are nested beneath this Chart, like Projects, Improvements, Incidents, Tasks, or Charts.

      • Selecting “No” will give you the option to check boxes next to the types of nested Items you want to bring over to the new copy.

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

  • Click Copy__blue_.png to create a new copy of your Item(s).

CopyChart2.jpg 

 

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