Clone Task Groups

If you have an existing project that contains a task group that you would like to copy, such as to duplicate it within the same project or to add a copy of it to another project, you can clone it.

Cloning a Task Group will:

• Copy all field values of the related tasks and checklists
• Copy task dependencies
• Copy Files attached to the task group
• Copy Files attached to the tasks within the task group
• Set the Clone Operation Complete checkbox on the newly created task group copy to true

Cloning a task group will not clone any associated Chatter conversations on tasks, although it will clone Chatter files.

Additionally, if the task group contains any tasks owned by team members not on the destination project team, those team members will be added to the new project team.

Task Group Cloning

Task groups can be cloned in Plan View and in Portfolio View in TaskRay. When cloning a task group, you must specify the destination project to which you want to add the new cloned task group. This can either be the current project, or it can be a different project where you would like to add the copied task group. In addition, you will also set a schedule for the tasks within the newly created task group, which can be based on the First Task Date, Last Task Date, or Milestone.

Plan View

1. Navigate to the project that includes the task group that you want to clone in Plan View. This is done via the left sidebar using filters.
2. In the Projects & Tasks Plan View sidebar, locate the task group and click on the three-dot icon to access the menu with actions.
3. Select Clone Task Group.
   
4. This will open the Clone Task Group modal. Fill out steps 1 - 3 as needed:
   1. Step 1: optionally, update the name for the new task group.
   2. Step 2: select the destination project.
   3. Step 3: set how the tasks within the new task group copy should be scheduled.
5. Click Clone.

Portfolio View

1. Locate to the project that includes the task group that you want to clone in Portfolio View. This is done via the left sidebar using filters.
2. Click on the expand Arrow icon to the left of the project name to see its task group(s).
3. Locate the task group that you want to clone and click on the three-dot icon to access the menu with actions.
4. Select Clone Task Group.
   
5. This will open the Clone Task Group modal. Fill out steps 1 - 3 as needed:
   1. Step 1: optionally, update the name for the new task group.
   2. Step 2: select the destination project.
   3. Step 3: set how the tasks within the new task group copy should be scheduled.
6. Click Clone.