Duplicate a task

Duplicate a task

You have the opportunity to quickly duplicate an already existing task, regardless of its status:
  1. Go to the list of tasks ofmenu Tasksorthe "Tasks" tab of a folder or contact sheet

  2. Click the action button that appears to the right of the task to be duplicated


  3. In the list that appears select "Duplicate"



A new task will be added to the list, and you canitif necessary.


    • Related Articles

    • Edit an existing task

      Once thetask, it is possible to modify your tasks from 3 places: from yourDashboard from yourfiles from your recordscontacts / customers Click on a task: Make changes before clicking onRegister: It is also possible todelete a task.
    • Creating a task

      For more flexibility, it is possible to create your tasks in 4 places: from yourDashboard from yourfiles from your recordscontacts / customers from the menuTasks Here, the task will be created from afile. Caution: the tasks on the Customer sheets ...
    • Delete a task

      Once oncethe end of the affair summary, it is possible to thechangeor delete it. This deletion can be done from the sheetcontact/clientor from thefileor themenu Tasks. To delete a task: Go to yourcontact/client sheetor on your folder or in the Tasks ...
    • Presentation of Tasks

      The tasks will allow you to: to organize your days intasksto be accomplished ofassign tasksto other members of the cabinet to follow where a task is based on its status to have task reminders by email ofcreate a billable activity from the task Users ...