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Copy Task

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The CRM task can be easily copied to be re-used and save valuable time creating each task again and again.

While the task modal is opened on the top right area click on the 3 dots icon.

copy task

Additionally, by the regular task data, you can copy assignees, followers, attachments, and checklist items.

If any of them exists in this task will be shown as checkbox items to check/uncheck while copying the task.

task copy option

 

Make sure if you are copying a recurring task to re-check the task data in the edit area to prevent repeating twice because the task from where you are copying is already occurring.
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