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Setting up a new template and copying tasks from another template to it

  • 6 July 2023
  • 1 reply
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Hi there Karbon crew

Does anyone have any suggestions on the best way to copy selected tasks from one template into a new template?

 

TIA

 

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Best answer by SamG 6 July 2023, 05:51

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Userlevel 7
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Hi @Trish Swain 🙂

  1. Create a dummy work item from template 1
  2. Delete the tasks you don’t want or add new ones
  3. Once all setup, save dummy work item as new template

I hope that helps

If you are looking to add to an existing template, you can (using the … menu in sections) copy across a section from dummy work item from template 1 to a dummy work item from template 2, or copy all tasks using the Import Tasks function (work item … menu at the top right > Import Tasks)   

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