Hi there! I am having the same issue. I would ideally like to "archive’ sections to a new project.
@Katie_Durski - welcome to the forum! Could you explain what you’re trying to do? I think your post may be on a different topic but want to confirm details before moving. This post is specifically about the ability to duplicate a section within the same project.
I have a “branding” project and then each “section” in that project is a client with its own tasks. When I finish working with a client (aka section) I want to be able to keep the info but not have it on my current branding project board. Make sense?
@Katie_Durski - thanks for the context. I’ve moved your post to its own topic. The easiest way to do this is probably:
- Create a separate project for the client
- Move all tasks in a section to that new project upon completion (this can either be done manually or via automation with some extra custom fields and rules)
If you choose manual for step 2, you can leverage bulk actions (select all tasks, add them to your second project, then remove them from the branding board). If you choose automation, you’ll need to have a “trigger” field (e.g., a single-select field with one option: a checkbox) and then set up a branched rule that triggers when that field is set to checkbox, checks the section of the project, and moves the task to the client project. A note on that: you’ll need to maintain the automation as you add new clients, so not exactly plug-and-play.
Alternatively, you could change the view of your branding board to hide all completed tasks. The tasks would still “live” on the branding board but would not be visible by default. The downside of this is that you can’t hide the sections (you could move them all to the bottom or you could begin grouping tasks by a custom field value instead of section).
Organizing Projects and Tasks - Watch Video
In this Loom, I explain how I have set up my projects and tasks using sections and separate projects. I also discuss the issue of tasks from deleted projects being moved to the first project. I would appreciate it if you could watch the video and provide feedback on my organization system.
@Katie_Durski - to start, you’ll want to create a new project (same level as your branding board). You can then bulk-select tasks in board view by clicking an area, holding down your mouse, and dragging the box over your desired tasks:
It’s actually easier to bulk-select tasks from a list, which is what I tend to do (you can just click the first one, hold shift, and click the last like you would in a spreadsheet).
Once you’ve selected all your tasks, you’ll click the clipboard icon to add these tasks to another project:
You can then remove them from the branding board by clicking the X that appears next to it:
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