Importing/copying a Task from one Goal to another : Help Desk

Importing/copying a Task from one Goal to another Print

Created by: Charles Levinson

Modified on: Wed, 20 Mar, 2019 at 7:02 AM

You can import a Task and all its details including attachments from a Goal you manage to another Goal. To Import a Task please follow these steps:

1. In the main Goal page of the Goal you want to import Tasks into click on the 'Task Wizard' icon to open the wizard.

2. Click on the Copy Task icon

3. Select the Goal you want to import Tasks from, and then the Task you want to import.

4. You will return back to the Wizard with the name of the Task you have copied showing in the Task name field. Now you can use the wizard to change details of the Task, if you dont want to change details just click the 'Next' buttons and 'Create Task'.

Charles is the author of this solution article.

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Importing/copying a Task from one Goal to another Print

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