Copy Task

Roles and Permissions:

• Owner/Manager: They can see & access Copy Task.
• Delivery Head: They can see & access Copy Task.
• User as PM: They can see & access Copy Task.
• User: They can see & access Copy Task.

Please refer following link for accessing Roles and Permission :  https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/

Copy Task allows users to Copy task from an existing task with the same details, ensuring efficient task replication and workflow consistency. This feature is accessible through the task options menu and helps in quickly creating similar tasks without manual re-entry.

Please follow the steps to create Copy Task of your Organization:

• Step 1: Navigate to Projects and Switch to "List" tab.

• Step 2: Click on the ' three dots' of the task that you want to copy and then click on copy task.

• Step 3: After click on Copy Task a dialogue box will appear containing, 'Task Name', 'Keep Same Project or Project dropdown', and 'Select Task List' default group remain same by default, and any task details or toggles that you don’t want to copy can be disabled and then click on 'save button'.

• Step 4: Same for the project Dropdown – first click on the Project dropdown, then click on the Select Project dropdown, after that search or select the project, and then follow Step 3.

Note : From view task, you can also copy the task using 3 dots — for example, from Kanban, Gantt, and Matrix.

Updated on: 19/09/2025