Copying tasks between Projects

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:

Select the tasks to copy

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'

Choose the Aphex project to copy the tasks to

Once your tasks are selected, you can copy them to an existing or new project.

Selecting an existing Project

• Choose a project from the list

Creating a new project

• Click 'Create New Project'

• Give your new project a name

Pick the properties to copy

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

All Properties

• Click 'Continue'

• Review the 'Copy Task Summary'

• Click 'Finish'

Customised List

• 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