Duplicate Project with all Tasks

Hi there

How can I duplicate a project with all its tasks and settings?

Best regards


1 answer

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Sam Hall Community Champion Mar 15, 2017

On the 'Create Project' screen, click the link that says "Create with shared configuration".


This allows you to pick an existing project, so that your new project shares the same configuration.


Thank you Sam.

But I need all the tasks too. I have around 5 sales events during the year and there are always the same tasks to do. So it would be great if I don't have to create all the tasks again.


Sam Hall Community Champion Mar 30, 2017

You could export these tasks into a .csv and use that to import your baseline tasks every time you create a new project.

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