How to Copy Tasks in the Task Editor
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Oftentimes projects have the same tasks. The tasks to build a website, for example, will probably be similar across projects. In this situation, consider copying tasks instead of re-entering them. Doing so can save you time and prevent data entry errors. In just a few mouse clicks, you can have tasks from project A in project B.
This article will show you how to copy tasks in the Task Editor. Follow the steps below.
We just started a new project for R&R Associates to build a website. We’re going to copy tasks from an existing project, Simon Koons and Associates, to this new one.
- Click My Company...Project list from your navigation bar.
- Select a project from your Project List. We’ll select R&R Associates.
NOTE: Get to your project quickly by typing the project name, or part of the project name, into the search box as we did in the image above.
- Click Tasks on the Project Dashboard for this project, and then click Editor.
- Click on the white triangle next to Add Task, which is located near the bottom-left of your window.
A picklist will populate, and you want to select Copy.
This action will cause a new window will pop up that’ll allow you to copy a task list from another project.
- Click on the red triangle and a picklist will populate. Select the project that you’d like to copy tasks from.
- Click Ok.
Now you can see that the tasks from the “build website” project for Simon Kerns have populated for the “build website” project for R&R Associates.
Easily customize these tasks to fit the needs of the new project. For example, we may add or remove hours or staffers. The important point is this: we didn’t have to re-enter all of these task details. Now we can just make the necessary tweaks in the Task Editor.