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Copying and Duplicating Tasks

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

You must have the following access and permissions to copy or duplicate tasks: 

  • Access to create tasks
  • Permissions to manage the project

You can copy a task from a project to another project, or you can duplicate a task within the same project. 

You can copy or duplicate one or several tasks or parent tasks at a time. 

Copying Tasks

You can copy a task in the following areas of the Workfront web application: 

  • At the task level, from the Task Actions menu.
  • In a task list, by right-clicking the name of a task.
  • In a task list, by selecting the task (or tasks) and expanding the More menu.

To copy a task:

  1. Navigate to the project that contains the task or tasks that you want to copy.
  2. On the Tasks tab, click the Task List sub-tab.
  3. Select the task that you want to copy.
  4. Right click the selected task or tasks,
    Or
    Click the More drop-down menu, then click Copy to.
  5. (Optional) Edit the name of the copied task by clicking inside the name field and giving it a new name. 
    NOTE This option is not available when you have selected more than one task.
  6. By default, the name of the current project displays in the Project field.
    copy_task.png
  7. (Optional) Update the project name if you want to place the copied task on another project. 
  8. Click Next Step
    Or
    Click Options.
    Some items attached to a task can be copied to the new task. You can select items what would be copied to the new task by default to not be copied. 
    NOTE Issues are not copied with the task.
    Select any of the following options to remove the items from the new task:
    • Clear Constraint
    • Clear Assignments
    • Clear Approval Process
    • Clear Progress
    • Clear All Predecessors: This is selected by default. 
    • Clear Custom Data: Removes the information from the custom form on the task, as well as the information on the custom forms associated with Expenses and Documents attached to the task, if those are also copied with the task. The custom forms will remain attached to the tasks, expenses, and documents, but the information on the forms will not carry over to the new task. 
    • Clear Financial Information
    • Clear Documents: Removes documents, including versions and linked documents. 
      Proofs and document approvals can never be copied when a task is copied.
    • Clear Reminder Notifications
    • Clear Expenses
    • Clear Permissions: Removes permissions to all the users on the task. 
      NOTE Permissions are removed from users who are assigned to the copied tasks, if Clear Assignments is not selected. 
  9. (Optional) Click Go back a Step to move to the previous step.
  10. (Optional) Click Next Step
    Or
    Click Select Parent to select a parent task for the tasks that you are copying. 
    If you do not select a parent task, the tasks are copied as main task rather than subtasks and they are placed at the end of the task list on the specified project. 
  11. (Optional) Select a parent by doing one of the following:
    In the task list, select one of the parents in the project plan.
    Or
    Using the Search field, search for a parent task by name. The task should appear in the list.

    search_for_parent_in_copy_tasks.png
  12. Select the radio button for the parent, after you have found it. 
  13. (Optional) Click Go back a Step to move to the previous step.
  14. Click Finish and Copy Task(s).
    The copied task or tasks now reside on the specified project and are either subtasks to the parent task that you selected, or the last tasks on the project.

Duplicating Tasks

You can quickly duplicate a task in a tasks list, if you need an identical task on the same project. 

You can duplicate a task in the following areas of the Workfront web application: 

  • In a task list, by right-clicking the name of a task.
  • In a task list, by selecting the task (or tasks) and expanding the More menu.

You cannot modify what information is duplicated with a task. All the information from the original task will be transferred to the duplicated task, including parent relationship. 

The following items are not transferred to the new task:

  • Logged hours
  • Predecessors
  • Notes
  • Issues

When you duplicate a parent task, all children tasks are also duplicated, even when the children tasks are not selected. 

NOTE The new task will have the exact same name as the original task.

To duplicate tasks: 

  1. Navigate to the project that contains the task or tasks that you want to duplicate.
  2. On the Tasks tab, click the Task List sub-tab.
  3. Select the tasks that you want to copy.
  4. Right click the selected tasks, 
    Or
    Click the More drop-down menu, then click Duplicate.
    duplicate_task_linkin_More_menu.png
    The tasks you selected are added directly after the original tasks, on the same project. If the tasks you duplicated were children tasks, they are added under the same parent as the original task.