Copying Tasks Efficiently: Methods and Best Practices

Introduction

This guide explains the most efficient ways to copy tasks in Easy8. Copying tasks saves time and ensures consistency when managing similar or repeating work. You'll learn when and how to use the built-in task copy function effectively and what to consider when doing so.

Target Audience

User + Administrator

Prerequisites

Access to Easy8
Permission to view and edit tasks
At least one task available to copy

When to Use Task Copying

Repeating similar tasks across projects
Cloning a task structure with checklists and assignments
Starting a new task with small modifications from an existing one

💡 Tip: For more complex reuse, consider using Task Templates instead.

Methods for Copying Tasks

Method 1: Copy from Task Detail

Open the task you want to copy.
In the right sidebar, under the More section, click the Copy button.
A new task form opens with all values pre-filled.
Adjust fields like Subject, Project, Assignee, and Dates.
Click Save to create the new task.

Method 2: Copy via Quick Edit Window

Locate a task in the system (e.g. in Gantt, Task List, or Dashboard Widget).
Click on the Quick Edit icon next to the task.
In the Quick Edit window, click the Copy button on the right side.
The copy task form will open with fields pre-filled.
Adjust the fields and click Save.

💡 Tip: The Quick Edit window is available in various views across the system, including Gantt.

Method 3: Copy from Task List

Open a task list in any project or from the global task view.
Select one or multiple tasks using the checkboxes on the left.
Right-click on any selected task to open the context menu.
Click Copy.
A copy form will open where you can apply changes to the copied task(s).

💡 Corner case: When copying multiple tasks at once, you cannot change the subject or description of individual tasks. All copied tasks will retain their original content.

💡 Tip: This method is ideal for bulk copying tasks when no individual content edits are required.

Best Practices

Always rename the copied task to avoid confusion.
Update dates and assignee to reflect current ownership.
Review checklists and custom fields for relevance.
Avoid copying outdated comments or file attachments unless necessary.
Use templates for consistent and repeatable task patterns.

Conclusion

Efficient task copying helps speed up your workflow and avoids repetitive data entry. With just a few clicks, you can reuse structured tasks and adapt them to new contexts.