Copying Tasks & Subtasks

As a user, I want to copy multiple tasks and selected task details (subtasks), over to another project or section, so I don’t have to re-type all of the steps (subtasks) within a task each time I want to use them in various projects (and they will be used in various projects).

Specifically I’m referring to subtasks as task details. I want to copy tasks and their subtasks around. I was surprised when this didn’t currently work as thought.

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One possible workaround is to duplicate the project and then remove what you you don’t need. Or make the project a template and create a new project based on it. Or multi home those tasks into a project that you then duplicate.

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Happy Monday @Kenz and thank you for reaching out!

As @Bastien_Siebman suggested, there are different workarounds to achieve this.

  • You could associate the task to different projects. Please note that the task will exist simultaneously in all of those projects. This will not duplicate the task - if you complete the task in one project, it will be completed in all projects it is associated with.

  • Another option could be to duplicate the task and its subtasks and then nest it to a different project.

  • You could also convert the project into a template and use this template to create new projects. Please have a look at the following guide article to learn more about Custom Templates:

I hope this helps @Kenz but please let us know if you have any follow-up question!