Search Knowledge Base Articles

How to Copy Task

In CRM task can be easily copied to be re-used and save valuable time creating each task again and again.

While the task modal is opened on the top right area click on the 3 dots icon.

copy task

Additionaly by the regular task data you can copy assignes, followers, attachments and checklist items.

If any of the them exists in this task will be shown as checkbox items to check/uncheck while copying the task.

task copy option

Make sure if you are copy recurring task to re-check the task data in the edit area to prevent repeating twice because the task from where you are copying is already reccuring.

Did you find this article useful?


Related Articles

  • How to Create New Task

    In order to create a new task, from the main menu navigate to Tasks and click on the New Task button. Subject – Enter ...

  • How to Link task to features

    Task can be linked to any important features in  CRM to keep track of your work and assign important actions to your agents. Go to Tasks men...

  • Ho to create Recurring Tasks

    Recurring tasks is a feature that allows you to create tasks that will repeat on a given period. To create recurring task go to the Tasks menu...

  • How to Add task assignees

    To add task assignees open the task by clicking on the task subject while the tasks are listed. On the right side of the task modal there will be a dr...

  • How to Bill Tasks

    1. To invoice non-project tasks when creating invoice there is dropdown just to the right side of the items dropdown BILL TASKS. After ...