To copy Tasks from one Project to another OR to apply a Template to an existing Project, the process is the same.
From the Pipeline or Grid view, click on the Project Name to open the project card Overview
Click Actions > Extend from Template
Select the Template or Project you would like to copy Tasks from
Choose which Task sections you would like to copy, or keep Select all checked off to copy all Tasks in the Template or Project. Adjust the toggle options as needed. You can choose to copy:
-
- All Task data
- Include or Exclude Project Specific Groups and Task Permissions
- Include or Exclude Task Documents
Click Extend project with Tasks
Once the Tasks have been copied, you will see the Project extended message below, and can open the extended project