Copy a Major Task

You can copy user-defined major tasks, including their associated subtasks and resources. However, the name of the copied task must be unique within the plan.

  1. From the Edit menu, select Plans.
  2. On the Plans screen, select the plan, and then click Edit.
  3. On the Edit Plan screen, select the Labor tab.
  4. From the list of tasks shown at the bottom of the Major Task Details tab, select the user-defined task and click Copy Major Task.
  5. In the Name field, provide a unique name for the copied major task.
  6. Enter a description, specify if it is study-scoped or varies by location, and select a unit of measure from the drop-down list.
  7. Choose where to display the copied major task. The default is to add the new major task just below its original.
    1. From the Display this Major Task drop-down list, select before or after.
    2. From the drop-down list to the right, select the major task before or after which to display the copied major task.
  8. Click Save.

    ClearTrial creates a copy of the major task, including its associated tasks and resources. You can see the copied major task in the pane on the left.