How do I duplicate or copy an existing task in the Tasks - Builder section?

In the Tasks Builder section you can duplicate a task by selecting the "Action" icon in the top right corner of the task you want to copy. Select the option labeled "Copy" from the dropdown menu.

Step by Step: Copying Tasks in Builder

Follow the steps below to build a task:

  1. Select Tasks from the left-hand menu and select "Builder" (you will only have this option if you are an admin or manager).
    Screen Shot 2022-12-30 at 11.15.39 AM
  2. Identify the task your wish to copy and select the Action Icon (three vertical dots) in the top right corner.
    Screen Shot 2022-12-30 at 11.17.06 AM
  3. Select the "Copy" option.
  4. An exact copy of the task will appear at the top of the screen.

Once you have made a copy, you can go into the task and edit or update any of the fields within the task. For example, you can assign the task to a new user, assign it to a different facility and area, even change the task title and description.