Process admins and project admins can import a task list from another project, only if they have admin rights to the other project.
Midaxo allows you to import a task tree from other projects in your account into a current project. The import function will copy the task hierarchy, guides, notes, and documents.
1- When you are on the Task page, click the “Import” button on the Task toolbar. A dropdown menu will appear. Click “Import from Templates/Other projects”.
2- The “Import from Templates/Projects” dialog box will appear. On the left-hand side is the list of templates and projects that you could use. Midaxo’s built in M&A best practices template is also on this list. On the right-hand side is the task tree of the selected templates or projects. You can choose which tasks you want to import to your current project.
3- If you do not want the import to copy the documents, uncheck the “Include documents” box at the bottom of the window.
4- Click “Import” to start. The import should take between a couple seconds to a couple of minutes depending on how many tasks and documents you are importing. Newly imported tasks will be highlighted with yellow background.