Cutting, Copying, and Pasting Tasks

You can use views to cut and copy tasks in templates and schedules. For example, you can copy a task from one schedule or template and paste it into another.

When you paste a task, the Task Details dialog box opens and enables you to modify the task that you are pasting.

If you paste a task onto a parent task, the pasted task becomes a child of the parent task. If you paste a task onto a child task, the pasted task becomes a sibling of the child task.

Note:

Cut, Copy, and Paste features are not available for parent tasks. The Cut function is not available for scheduled (open or closed) tasks.

To cut, copy, or paste a task:

  1. On the Home page, click Tasks and select a task.
  2. Right-click on the task and select an action, or from the main toolbar, click Actions, and then select:
    • Cut: Cuts the task and stores it on the clipboard.

    • Copy: Copies the task and stores it on the clipboard.

  3. Right-click on the task, then select Paste, or from the main menu toolbar, click Actions, and then select Paste.

    The Task Details dialog box opens and enables you to make changes to the task that you are pasting.

  4. Click OK to complete the paste operation.

    The task is inserted and the views and filter views are refreshed to display the pasted task.