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
- Locate the task that you want to clone and open its Task Details.
- Click Clone.
- 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.
- On the new task's Task Details, you can click Save, Save & Close, or Save & Clone. Clicking on Save & Clone will allow you to continue cloning the task if multiple copies are needed.