Duplicate a Guide

Task Management guides can be duplicated as a starting point for a new guide. Duplicating existing guides can be helpful for users that would like to re-create a specific guide with only a few minor adjustments.


Steps to Duplicate a Guide

Follow these steps to duplicate a guide:

Click steps to expand for additional information and images.

There are two ways to begin duplicating a guide; users can duplicate a guide from the Action menu on an open guide or from the Guides page.

1) From the Guides page, click the Action menu for the guide that needs to be duplicated. From an open guide, click the Action menu in the top right corner.

Guides Grid

 New Guide

2) From the dropdown, select the Duplicate Guide option.

Guides Grid

 New Guide

3) Users will be prompted to enter the new guide's information.

4) Enter a name for the new guide.

5) Select to duplicate Tasks only or Tasks and locations.

  • Tasks Only - This option duplicates all the tasks from the selected guide.

  • Tasks and locations - This option duplicates all the tasks from the selected guide and assigns the new guide to the same locations as the selected guide.

6) Once the selections have been made, click Duplicate.

7) The page will open the duplicated guide, which can be edited as needed.