Copy, paste and reset tasks

Paste a list

Section options > Paste Tasks turns a pasted list into tasks. Tick Split into multiple tasks, one per line to make one task per line.

Copy tasks to another job

Work item options > Copy Tasks copies this job’s tasks to another job, or to a new one (Copy to a new piece of work). Choose whether to Copy relative due date and Copy assignee, then press Copy.

Work item options.

Reset from the template

Work item options > Reset Work replaces every task with the template’s again. Choose what to keep: Keep Tasks and Automator Assignment, Keep Client Customizations and Keep Budget Settings and Customizations, then press Reset this work.

Caution

Resetting replaces every task, and which tasks were completed is not kept.

Note

Import Tasks is not available yet.