Project Managers often identify the same problem in multiple locations. Rather than recreating the same task over and over again, use the task copy feature that allows you to copy an existing task to multiple locations. Photos and comments are not included.
There are two ways to copy a task to multiple locations.
Option 1
- Click the dropdown arrow in the requested task.
- Select Copy to Locations.
- Select the location(s) to copy the task.
- Click Copy to Locations.
- Select the status of the tasks - Draft or Open. Draft will be the only available status if the copied task is missing any required fields.
- A confirmation message will appear across the top of the screen once the tasks have been copied.
Option 2
- Select the required task.
- Click the ... icon in the top right-hand corner of the task.
- Click Copy to Locations.
- Select the location(s) to copy the task.
- Click Copy to Locations.
- Select the status of the tasks - Draft or Open. Draft will be the only available status if the copied task is missing any required fields.
- A confirmation message will appear across the top of the screen once the tasks have been copied.