Copy Task

December 20, 2020

In CRM task can be easily copied to be re-used and save valuable time creating each task again and again.

While the task modal is opened on the top right area click on the 3 dots icon.

Additionally by the regular task data you can copy assignees, followers, attachments and checklist items.

If any of the them exists in this task will be shown as checkbox items to check/uncheck while copying the task.

Did you find this article helpful?
0 out of 0 found this helpful
Still have questions? Open a Support Ticket

Related Documentation