Copy Project To Dos

  1. Click the 'Projects' icon on the left menu.
  2. Select the Project in the 'Quick Select' section. This will then refresh the page and show the 'Current Project Home' page.
  3. On the 'Quick Links' tab, click the 'Scheduling' link under the 'Project Management and Field Staff' section. This will refresh the page and show the 'Scheduling Landing Page'.
  4. Navigate to the 'General and Project To Dos' section.
  5. Click the 'Actions' button on the far right.
  6. Click 'Copy Project To Do' option from the drop-down menu.
  7. Select the Source Project.
  8. Select the To Dos to be copied.
  9. Select the Target Project. The default will be what is selected at top and must be different than the Source Project.
  10. Optional: Select the Due Date.
  11. Click 'Copy' button at the bottom. Note: All copied Project To Dos will have a status of 'Not Started'.