Copy a Task

Copying a user-defined task (subtask) allows you to change time and budget cycles without losing your original plan's forecast and enables your organization to collect historical data to determine key metrics for planning better next time.

ClearTrial enables you to contribute to an analysis-driven culture with the flexibility to quickly and easily create copies of user-defined tasks and update the copy over time.

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. On the Labor tab, select a major task that includes a user-defined task and click Edit Major Task.
5. On the Task Manager screen, from the list of tasks displayed at the bottom of the Major Task Details tab, select the user-defined task and then click Copy Task.
   • You can only copy tasks from major tasks of the same scope.
   • The copied task appears under the original in the left pane with _1 appended to its name.
6. On the Task Details tab, you can change the name of the copied task and other details about the task.
   • All tasks under a major task inherit its characteristics, such as the unit of measurement, the scope, distribution, and start and end dates.
   • ClearTrial uses the code as a prefix to the selected task name.
   • The text you enter for the description appears as the help text for this task on the Assignments and Labor tabs.
   • Select an assignment group for the task.
   • Select a summary group for the task which corresponds to the summary grouping displayed on the Plan Summary tab.
7. Identify where the task should appear in list of tasks under the major task. From the Display this Task drop-down list, select before or after. From the drop-down list to the right, select the task before or after which to display the task.
8. Click Save & Close.