Copying & Pasting a Task

Modified on Fri, 09 Jun 2023 at 04:14 PM

There are several ways to copy and paste tasks in projects:

  • Using the Tasks screen or Gantt screen in a project
  • Using the Staff Planner or Resource Planner


Copying Tasks using the Tasks Screen or Gantt Screen

To copy and paste a task using the Tasks screen or Gantt screen, follow these steps:


  1. Go to the Projects screen by clicking Projects on the left sidebar.
  2. Find the project you wish to work on and click on it to enter the project.
  3. Click on Tasks or Gantt on the left sidebar to enter the Tasks view or Gantt view of the project.
  4. Select a task and click the Copy Task button on the Tasks screen toolbar or Gantt screen toolbar.
  5. The task will copied into your clipboard and be ready for pasting.
  6. You can paste the copied task to any hierarchical level within your project.  Click on a summary task and click Paste Task to insert the copied task under the summary task.  Or, do not select a summary task and click Paste Task to insert the copied task into the project at the highest level (and not under a summary task).


Copying Tasks using the Staff Planner or Resource Planner

To duplicate or make a copy of a task using the Staff Planner or Resource Planner, follow these steps:


  1. Click on Planner on the left sidebar and select Staff Planner or Resource Planner..
  2. Select a task that you wish to duplicate and click the Copy button on the Planner screen toolbar or press the Ctrl+C keys.
  3. Select a cell in the Planner where you would like to paste the copied task and click the Paste button on the Planner screen toolbar or press the Ctrl+V keys.
  4. The new task will be placed into the cell and the task will be assigned to the staff or resource that you chose to associate the task to.  You can edit the task further to make more changes.

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