Duplicate Project with all Tasks

Hi there

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

Best regards

Manuel

1 answer

0 votes
Sam Hall Community Champion Mar 15, 2017

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

create-project-with-shared-config.png

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

Sam

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.

Manuel

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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