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Duplicate a project to copy important details to save time.

When you select “Duplicate”, information from the following fields will be copied over:

  • Account

  • Description

  • Dates/Times

  • Language

  • Custom Fields

\uD83D\uDCD8 Instructions

Follow these steps to use the Duplicate feature.

  1. Open Existing project

  2. Select +Duplicate

  1. Go through the wizard and make adjustments as needed

HELPFUL TIP: Create “templates” of projects in “drafts” and create copies when you are ready to start a new project.

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