Copy Project To Dos
- Click the 'Projects' icon on the left menu.
- Select the Project in the 'Quick Select' section. This will then refresh the page and show the 'Current Project Home' page.
- 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'.
- Navigate to the 'General and Project To Dos' section.
- Click the 'Actions' button on the far right.
- Click 'Copy Project To Do' option from the drop-down menu.
- Select the Source Project.
- Select the To Dos to be copied.
- Select the Target Project. The default will be what is selected at top and must be different than the Source Project.
- Optional: Select the Due Date.
- Click 'Copy' button at the bottom. Note: All copied Project To Dos will have a status of 'Not Started'.