Duplicate a Project
Last updated
Last updated
Follow these steps to duplicate a project in SmartTask:
Go to the project you want to duplicate.
Click on the three-dot menu in the top-right corner of the project.
Select "Duplicate Project."
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.
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:
You can rename the duplicated project as needed.
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.
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.