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.

Video: Copying a Task in Builder

Watch the video below to walk you through step by step how to duplicate or copy a task using Tasks - Builder.

Step by Step: Copying Tasks in Builder

Follow the steps below to build a task:

  1. Select Tasks from the left-hand menu.
    Screen Shot 2021-07-22 at 10.58.11 AM
  2. Select "Builder" (you will only have this option if you are an admin or manager).
  3. Identify the task your wish to copy and select the Action Icon (three vertical dots) in the top right corner.
    Screen Shot 2021-07-22 at 11.15.59 AM
  4. Select the "Copy" option.
  5. 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.