Copying task templates

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To copy tasks from one project template to another, follow these steps.

  1. In the Project Templates setup screen, right-click the project template from which you want to copy task templates and choose Copy Tasks To from the context menu.

    Note: This process copies all tasks from the source template to the destination template. Any existing tasks on the destination template will be overwritten.

  2. On the Copy Tasks To dialog, use the drop-down list in the Copy To field to select the destination project template.
  3. Mark the I understand this will replace any existing data checkbox and click the Copy Now button.
  4. Make any additional changes to the destination template and click Enter to save.

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