Clone Tasks

This feature is available on the following TaskRay Product Editions

  • Starter
  • Standard
  • Premium

If an existing task needs to be replicated or copied, it can be cloned. When cloning a task, all of its details will be carried over when the copy is made. That said, Chatter from the original task will not be copied over onto the new task.

 

Clone a Task

  1. Locate the task that you want to clone and open its Task Details.
  2. Click Clone.
  3. A new task will be created, copying all of the field values and checklist items of the original task. Review the details and change information on the new task as needed.
  4. On the new task's Task Details, you can click SaveSave & Close, or Save & Clone. Clicking on Save & Clone will allow you to continue cloning the task if multiple copies are needed. Screenshot_SaveAndCloneTasks.png

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