Assign Tasks on the Task Dashboard

Bulk Copy Tasks to Multiple Projects

  

Copy one or more tasks to multiple projects all at once on the Task Workflow Dashboard.

This is useful to do when you have related projects and these projects have similar tasks. Instead of creating a bunch of new tasks for each project, simply copy them. Doing so will save you a lot of time and help prevent errors that can result with repetitive data entry.

  1. Click Workflow...Task Dashboard from your navigation bar.
  2. Select the tasks that you want to copy.
  3. Click Bulk Actions and select Update from the picklist.

    A new window will pop up. At the end of the window, there’s a Copy To section. This is where you can choose the projects that you’d like to copy your selected tasks to.

  4. Click on the picklist under Copy To, and select the projects that you want to copy your selected tasks to.



    NOTE: Get your search results quicker when you enter your search term into the textbox, as we did above.
  5. Click Update.

Where to Go from Here:

Assign Tasks on the Task Dashboard

Understand your Task Dashboard

 

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