Copying tasks between Projects
Last updated
Last updated
Before you start:
This feature is available on Pro, Pro+ and Enterprise plans
Assets that can be copied are dependent on whether you are a Standard or Admin user
If you are looking to copy tasks between your Aphex projects then you are in the right place!
Click through the player for an interactive walk-through on how to transfer tasks between projects, or scroll down for a step-by-step guide:
Any number of tasks can be selected to copy to your destination project
To select the tasks you want to copy, use the check box to the left of the task name
Select the 3 dots in the menu that appears
Click 'Copy task to Aphex Project'
Once your tasks are selected, you can copy them to an existing or new project.
Choose a project from the list
Click 'Create New Project'
Give your new project a name
You can either copy All Properties or pick which properties you would like to copy from a Customised List. All Properties will be selected as the default
Click 'Continue'
Review the 'Copy Task Summary'
Click 'Finish'
Select 'Customised List'
Check the boxes of any properties you want to copy
Click 'Continue'
Review the 'Copy Task Summary'
Click 'Finish'
Other things to note:
Links between selected tasks will always be copied across
Task history (the activity log & progress updates) will not be copied over
If you do not select a property to be copied, a default option will be applied to the property
Some properties being copied are based on being a Standard & Admin user. Find a full list of these here
