Copy an existing project efficiently
The video explains how to copy a project instead of using a template. To copy a project, open the desired project, click the three-dot menu next to the project name, and select “Copy.” In the Copy Project window, you can rename the project and change its status, typically to “Planning” to avoid sending notifications to assigned users. You can choose whether to copy assignments, progress, custom data, etc.
To finalize, click “Copy Project.”
Issues cannot be copied directly during this process as they are not considered planned work. To copy issues, go to the Issues tab, select the desired issues, and use the “Copy to” option to transfer them to the new project.
Key takeaways
- Copying a Project: Open the project, click the three-dot menu next to the project name, and select “Copy” to duplicate it.
- Adjusting Project Settings: Rename the project and change its status to “Planning” to avoid sending notifications to assigned users.
- Selective Copying: You can choose whether to copy assignments, progress, or custom data. Deselecting these options allows for customization in the new project.
- Handling Custom Data: If custom data is deselected, forms are copied without their data. Leave the box checked to copy both forms and their data.
- Copying Issues Separately: Issues are not copied during the project duplication process. To copy them, go to the Issues tab, select the desired issues, and use the “Copy to” option to transfer them to the new project.
Recommended tutorials on this topic
recommendation-more-help
workfront-learn-help-main-toc