How to Copy Tasks from One Project into Another

To copy Tasks from one Project to another, you must be an Admin, Power User, or a Project Member in a Process or Project Admin Group.

To copy Tasks from one Project to another OR to apply a Template to an existing Project, the process is the same:

1. From the Pipeline or Grid view, click on the Project Name to open the side panel Overview. 
2. Click the 3 vertical dot symbol on the left, and select "Extend from Template"
3. Select the Project (or Template) you would like to copy Tasks from.
4. Choose which Task sections you would like to copy, or keep Select all checked off to copy all Tasks in the Project or Template. Adjust the 3 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.
5. Click Extend project with Tasks. 
6. Once the Tasks have been copied, you will see the Project extended message below, and can Open the extended project.