Copy templates

Sometimes you need two or more templates that are almost identical except for a few differences. In cases like this you can copy a template and make the necessary changes to the copied template.

To copy a template, go to the template page and click on Copy template from the action menu.

This will bring out the Copy template flyout where you set the name and description of the new template and also select what properties to copy to the new template.

Depending on which properties are set on the original template you can copy tasks, task assignments, labels, due date, outcomes, permissions and checklist naming.