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Move or duplicate tasks
Move or duplicate tasks

Quickly copy a task and its sub-tasks or move a task to another project.

Michelle Lee avatar
Written by Michelle Lee
Updated over a week ago

Move a task to a different project

If you would like to move a task from one project to another, you can simply click the 3 dots to the right of the task and view details (table view) or click the card to open the details (kanban and timeline view). Click the project name and use the dropdown box to select the projects you would like to move this task to.

Duplicate a task (and its subtasks)

If you have built a task with several sub-tasks and you will repeat this task again - either for the same project, or a new project/client - you can easily duplicate it.

Open the task details and click the 3 dots in the upper right corner and choose duplicate.

"Copy of" will be added to the title to allow you to differentiate. The project, client, assignee, due date, description, and tasks will be duplicated to your new task. Any of these can be edited by clicking on them. The status will be set to the earlier status in your workflow. Time worked, attachments, and the comment feed will not be copied from the previous task.

To assign the duplicated task to a new project or client, simply click it in the details and use the dropdown box to change it to the appropriate place.

Move or duplicate a project

If you would like to move, duplicate, or otherwise reuse a project and all it's related subtasks, create a project template.

In the web version, open a project overview and click edit. In the module, scroll to the bottom and select "Save project as template."

You'll be given the option to give this project template a name or to overwrite a template that already exists. Read more about project templates here.

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