Cut or Copy and Paste a Task on the Task List Page

To save time entering data, the Task List page supports cut, copy, and paste operations for tasks and task milestones. The cut operation enables you to easily move tasks around in the table. Use the copy operation to duplicate tasks in the table. You can perform these operations on a single task, or you can perform them on multiple activities. When the new tasks are created, they are automatically assigned a task ID according the auto numbering settings defined for the project. Hand-offs are not included in copied tasks.

To cut or copy and paste tasks on the Task List page:

In the object selector, select a project.
In the sidebar, hover over  Tasks, and select Task List.
In the table, select one or more task or task milestone rows, select the  Context menu, and then select Cut Rows or Copy Rows.
Select a new row in the table, select the  Context menu, and then select Paste Rows.
All changes made to this page are saved automatically.

Tips

If you copy and paste a large number of tasks—more than 100 records up to the 500 task limit—your action becomes a background process and takes more time to complete. When all tasks have been copied and pasted successfully, you will receive an in-app notification and an inbox message.
Hand-offs will only be copied when the associated tasks that precede and succeed the hand-offs are selected and copied at the same time.
You can cut, copy, and paste tasks across a variety of grouping bands. When pasting tasks across group bands, the new tasks will assume the attribute of the group band into which it is pasted. For example, if a task is copied or cut from the Company A grouping and pasted in the Company B grouping, the Company attribute of the new task will be changed to Company B.
You cannot cut, copy, or paste tasks on the Task List page in the context of a program.

Last Published Tuesday, May 21, 2024