To copy Tasks from one Project to another OR to apply a Template to an existing Project, the process is the same.
- Pipeline or Grid view > Click on Project Name.
- Actions > Extend from Template.
- Select 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 Project Specific Groups and Task Permissions only.
- Include Task Documents only.
- 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.