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Duplicate Tasks

  • 8 July 2021
  • 1 reply
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Hello, I wanted to ask if it is possible to duplicate tasks. Thanks

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Best answer by alex 8 July 2021, 14:06

Hey @leowid,

While not a native feature, there'd definitely be a way to do this via Workflow Automation.

You could create say a "checkbox" field on a task called "Duplicate" (or you can use a tag on the task if you'd prefer), and then you'd set up in Workflow Automation, a trigger for when that duplicate checkbox is checked (When a specific field is updated on a Task), to create a task, using variables from the first task to pull over each field you want duplicated over.

You can find the variables you'd use on this page here:

https://support.copper.com/hc/en-us/articles/360014085894-Automating-your-Account-with-Workflow-Automation

Hope that helps point you in the right direction!

Curious what use-case specifically you find yourself having to regular duplicate tasks?

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Hey @leowid,

While not a native feature, there'd definitely be a way to do this via Workflow Automation.

You could create say a "checkbox" field on a task called "Duplicate" (or you can use a tag on the task if you'd prefer), and then you'd set up in Workflow Automation, a trigger for when that duplicate checkbox is checked (When a specific field is updated on a Task), to create a task, using variables from the first task to pull over each field you want duplicated over.

You can find the variables you'd use on this page here:

https://support.copper.com/hc/en-us/articles/360014085894-Automating-your-Account-with-Workflow-Automation

Hope that helps point you in the right direction!

Curious what use-case specifically you find yourself having to regular duplicate tasks?

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