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Copy a Task

Learn how to copy all of the instructions, attachments, assignees etc. of a task into a new task.

Written by Thomas Wallace

Updated at July 11th, 2025

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Learn how to copy all of the instructions, attachments, assignees etc. of one task, into a new task. This is a useful tool for repetitive tasks, where you can make minor changes to the information, without having to re-do the entire task.

 

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Steps to Copy a Task - Mobile

  1. Navigate to the tasks page.
  2. Identify the task you wish to copy.
    1. For an incomplete task: Select ‘Edit’ and then select ‘Copy’.
    2. For a completed task: Select ‘View’ and then select ‘Copy’.
  3. Make any changes to the task as you wish. 
    1. Pro Tip: The due date of the task will automatically update to your current date when copying a task.
  4. Select ‘Save’.

 

 

 

Steps to Copy a Task - Desktop

  1. Navigate to the tasks page.
  2. Identify the task you wish to copy.
    1. For an incomplete task: Select ‘Edit’ and then select ‘Copy’.
    2. For a completed task: Select ‘View’ and then select ‘Copy’..
  3. Make any changes to the task as you wish. 
    1. Pro Tip: The due date of the task will automatically update to your current date when copying a task.
  4. Select ‘Save’.

 

 

Best Practices:

  • This is a useful tool to use when you have tasks that are very similar in structure, such as a weekly shed cleaning. Instead of re-writing the whole checklist, you can copy the task, adjust where need be, delete the previous photos and add new ones and assign to a user. Saving a lot of time.

 

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