Moving/Copying Tasks

To move a task (or tasks) from one summary task to another, select the task rows you would like to move using the left checkbox and then click the Move button located at the top of the page, then choose the Move option.

In the box that appears, click the task underneath which the selected task(s) (highlighted) should be moved.

NOTE: Tasks can only be moved within the same project; you cannot move tasks from one project to another.

To copy a task (or tasks) from one project or summary task to another, select the task rows you would like to copy using the left checkbox, then click the Copy button, located at the top of the page.

In the box that appears, select the appropriate destinations of workspace, project, and row (project or task) under which the selected tasks should be copied to, then click OK in the pop up message to confirm.

NOTE: When copying tasks, details such as status, % complete, time/expense entries, notes, and comments will not carry over with the new copy of the task(s).