Duplicate a To Do

Improve efficiency by utilizing ConstructionOnline's shortcuts for replicating construction tasks and subtasks

BACKGROUND

ConstructionOnline's user-friendly construction To Do List software offers construction pros the ability to quickly & easily build, track, and share tasks and task lists with their entire project team. To streamline the creation of tasks, ConstructionOnline provides easy-to-use duplicate capabilities, allowing team members to repurpose existing tasks efficiently. 

STEPS TO DUPLICATE A TO DO

1. Navigate to the desired Project via the Left Sidebar.
2. Select the Project Tracking tab to automatically open the To Do Lists category.
3. Within the To Dos pane in any View, locate the To Do you wish to duplicate.
4. Right-click on the To Do, and select the "Duplicate" option. 
5. This will open the "Create a To Do" blade on the right side of your screen with all of the current To Do's information populated into the appropriate fields. 
   1. Please note this includes any existing Subtasks, Attachments, Reminder Settings, and Linked Items. 
6. Update any task details that may need to be different within the duplicated task with consideration to the following conditions: 
   1. All fields within the Details tab populate exactly the same as the original task by default. 
   2. All fields can be modified with the exception of the Related Project field (if duplicating within a Project) and the Created By field. 
   3. All Subtasks, Attachments, Reminders, and Linked Items from the original To Do will carry over unless modified or removed. 
   4. Subtasks cannot be duplicated independently of their parent task. 
7. Finalize the duplication by clicking the blue "Create" button.
   1. The duplicated task will populate automatically to your To Do List. 

VIDEO WALKTHROUGH 

ADDITIONAL INFORMATION

• Working with To Dos that are not assigned to a Project? All Company To Dos can be accessed from Company Overview > Project Tracking > To Do Lists.
• Permissions: ConstructionOnline Company Users must have "Can Create, Edit, & Delete" To Do Lists permissions to be duplicate To Dos.
  
  • Additionally, any Company User added as an Assigned Resource to a To Do can duplicate that To Do, despite their To Do Lists permissions. 
• ClientLink™/TeamLink™ Access: In addition to global ClientLink/TeamLink permissions for To Do Lists, ClientLink and TeamLink Users must also be added as an Assigned Resource in order to duplicate To Dos. 

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) regarding To Dos can be found in the FAQ: To Dos article. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.