Creating a copy of a task can save you a lot of time. It allows you to keep selected information from the task you are copying into the new one you create.

From the task card you'd like to copy, click on the three dots ... at the top right.
Select “Make a Copy...”:

This opens up a panel with all the information present in the task you're duplicating:

  • the Subjects on which it is shared
  • the assignee, subscribers
  • the due date
  • the repetition pattern
  • the description
  • attachments
  • subtasks

You can then change the label of the new task you are about to create, and select which information you want copied into it.

Once you’ve decided on what you want to copy over, simply click on the “Create Task” button.

The new task will open in the task card with all the information you’ve selected to be copied over. You can enter or update any information, reassign the task, and more.

Want to see how you can use copies of tasks templates to support your daily work?

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