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Copy Tasks

Copy Tasks from a Project or Template over to another Project

Updated over 4 months ago

You can copy Tasks from one active Project and import those Tasks into another active Project. In this example, we'll be using Project A and Project B.

  1. To copy your Tasks from Project A to Project B, start at Project B (the destination Project).

  2. Go to your Tasks tab in Project B and click on the ellipses menu in the top right corner of the Tasks to choose Copy From:

  3. Choose your Project to copy the Tasks from by using the Copy From drop-down menu. This will allow you to choose Tasks from your active Projects or from your Project Templates.
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  4. You can then adjust any dates for the Task to match the start of your Project or leave them as is and adjust them once they're copied over.
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  5. Once you've selected your Project to copy the Tasks from and adjusted your dates, click on Copy x Tasks. You'll notice that the Copy button at the bottom will tell you how many Tasks from the Project are coming over.
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The Copy From feature is not designed to overwrite your Tasks that are currently created. Tasks that are copied from another Project will be added to Tasks already in the destination Project.


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