Duplicate a Project

Follow these steps to duplicate a project in SmartTask:

1. Go to the project you want to duplicate.

2. Click on the three-dot menu in the top-right corner of the project.

3. Select "Duplicate Project."

4. A Duplicate Project window will appear, allowing you to:

   • Rename the project.

   • Choose which Project Details (members, description, views, portfolios, etc.) to copy.

   • Select Task Details (assignees, subtasks, dates, dependencies, attachments, etc.) to include.

   • Decide whether to include archived tasks or not.

5. Click "Copy" to create the duplicate project.

Your new project will now be available with the selected details!

When duplicating a project in SmartTask, you can customize what details to copy. Here’s a breakdown of the options:

Project Name

• You can rename the duplicated project as needed.

Project Details

• Project Members – Copies assigned members from the original project.

• Project Description – Duplicates the project’s description (unchecked in the image).

• Custom Fields – Retains all custom fields used in tasks.

• Copy Views – Duplicates the project’s views, such as list, board, or timeline.

• Portfolios – Keeps the project linked to the same portfolios.

Task Details

• Description – Copies task descriptions.

• Assignee – Retains assigned users for each task.

• Followers – Copies followers of tasks.

• Subtasks – Duplicates all subtasks within tasks.

• Associated Projects – Maintains links between tasks and associated projects.

• Priority – Copies priority levels of tasks.

• Dates – Keeps due dates and start dates intact.

• Attachments – Duplicates attached files in tasks.

• Parent Task Information – Retains parent-child task relationships.

• Status – Copies task status (e.g., In Progress, Completed).

• Dependencies – Maintains dependencies between tasks.

• Contacts Attached – Keeps associated contacts in tasks.

• Time Estimate – Copies estimated time for task completion.

• Custom Fields – Retains all custom fields related to tasks.

Archived Tasks

• Yes (keep in archived) – Includes archived tasks in the duplication.

• No – Excludes archived tasks from the new project.

Once you’ve selected the desired options, click "Copy" to duplicate the project.