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Copy a task

Need the ability to copy a task, including the checklists and other items within the task. This would allow one to set up a template task, then create many tasks using that template task. This is a different request than the many copy suggestions that have been made already.

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Scott shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

134 comments

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  • Anonymous commented  ·   ·  Flag as inappropriate

    I'm surprised there are so few votes on this one! I have recurring user meetings, conferences, and other projects that require me to reinvent the wheel in Planner without the ability to copy or clone tasks and plans.

  • Anonymous commented  ·   ·  Flag as inappropriate

    We have recurring tasks with large checklists. It would be great to create once and clone multiple times.

  • Elisabeth Cooreman commented  ·   ·  Flag as inappropriate

    It would be helpful if just the whole plan could be copied, withouth the assignments and comments. Or similar to that, to make it a template for future plans.

  • Anonymous commented  ·   ·  Flag as inappropriate

    I would like to vote for 10000000 times. we have tasks the repeat for different clients and it is such a pain to manually recreate!

  • Mike commented  ·   ·  Flag as inappropriate

    This, this a thousand times this. Would be amazing if we could copy tasks from bucket to bucket. And, wider-scale, from plans to plans.

  • Matt commented  ·   ·  Flag as inappropriate

    Trillytl, I interpret this as different from a copy/move function - Scott is looking for the ability to setup a template task and create new tasks from templates.

    For example, I could be an HR Manager who hires 20 employees per week. I can go to my Operations plan and add a task from the 'Onboarding' template for each new employee, and the checklist would allow me to ensure all to-dos are completed for each employee.

    +1 for the template suggestion as it would be very helpful, and I suggest this stays separate from copy/move functions as those are very different suggestions focused on reusing or moving a single task, not a template.

  • Scott Perley commented  ·   ·  Flag as inappropriate

    The ability to duplicate a task would be great! There are times I create a task, add some checklist items and then need almost the same task with similar checklist items for another environment (on the same Plan) so I can assign it to another person or to be due on another date. Today, I can't easily copy all the text in the name, description and checklists.

  • trillytl commented  ·   ·  Flag as inappropriate

    There is another idea posted for a copy / move function. would be good to merge these to gather everyones votes in one place.

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