---
title: "Duplicate a Guide"
slug: "duplicate-a-guide"
description: "Copy an existing Task Management guide by choosing to duplicate tasks only or tasks and assigned locations."
updated: 2025-03-01T18:07:45Z
published: 2025-03-01T18:07:45Z
canonical: "docs.restaurant365.com/duplicate-a-guide"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Duplicate a Guide

[Task Management guides](/doc/docs/guides) can be duplicated as a starting point for a new [guide](/doc/docs/guides). 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](/doc/docs/guide-details) or from the [Guides page](/doc/docs/guides-page).

****1)** From the **Guides page**, click the Action menu ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/4b63e312-4c7c-459f-8a05-aa063488c6a8.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A09%3A15Z&se=2026-10-31T04%3A09%3A15Z&sr=c&sp=r&sig=K0ru1ussdQkRNlb6wCVflUvnMZ5gLGLm3yk3vihu%2FXI%3D)for the guide that needs to be duplicated. From an **open guide**, click the Action menu ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/0b06fe8d-cf84-44f3-9a6c-64ff37a87c21.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A09%3A15Z&se=2026-10-31T04%3A09%3A15Z&sr=c&sp=r&sig=K0ru1ussdQkRNlb6wCVflUvnMZ5gLGLm3yk3vihu%2FXI%3D) in the top right corner.**

Guides Grid

*![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/83195e39-67e8-40ea-bafa-d6f9bb7fb1dd.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A09%3A15Z&se=2026-10-31T04%3A09%3A15Z&sr=c&sp=r&sig=K0ru1ussdQkRNlb6wCVflUvnMZ5gLGLm3yk3vihu%2FXI%3D)*

New Guide

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/e7f994b9-4db4-40dd-aad6-c4453663c571.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A09%3A15Z&se=2026-10-31T04%3A09%3A15Z&sr=c&sp=r&sig=K0ru1ussdQkRNlb6wCVflUvnMZ5gLGLm3yk3vihu%2FXI%3D)

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

Guides Grid

*![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/83195e39-67e8-40ea-bafa-d6f9bb7fb1dd.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A09%3A15Z&se=2026-10-31T04%3A09%3A15Z&sr=c&sp=r&sig=K0ru1ussdQkRNlb6wCVflUvnMZ5gLGLm3yk3vihu%2FXI%3D)*

New Guide

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/e7f994b9-4db4-40dd-aad6-c4453663c571.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A09%3A15Z&se=2026-10-31T04%3A09%3A15Z&sr=c&sp=r&sig=K0ru1ussdQkRNlb6wCVflUvnMZ5gLGLm3yk3vihu%2FXI%3D)

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

**![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/b2419a03-8708-4fa5-8ec6-ceb52e067598.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A09%3A15Z&se=2026-10-31T04%3A09%3A15Z&sr=c&sp=r&sig=K0ru1ussdQkRNlb6wCVflUvnMZ5gLGLm3yk3vihu%2FXI%3D)**

****4)** Enter a **name** for the new guide.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-QEMP47AQ.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A09%3A15Z&se=2026-10-31T04%3A09%3A15Z&sr=c&sp=r&sig=K0ru1ussdQkRNlb6wCVflUvnMZ5gLGLm3yk3vihu%2FXI%3D)

****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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-N0J4P21V.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A09%3A15Z&se=2026-10-31T04%3A09%3A15Z&sr=c&sp=r&sig=K0ru1ussdQkRNlb6wCVflUvnMZ5gLGLm3yk3vihu%2FXI%3D)

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

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/964fbeaf-3462-49c0-be28-9797d8cb8149.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A09%3A15Z&se=2026-10-31T04%3A09%3A15Z&sr=c&sp=r&sig=K0ru1ussdQkRNlb6wCVflUvnMZ5gLGLm3yk3vihu%2FXI%3D)

****7)** The page will open the duplicated guide, which can be [edited](/doc/docs/creating-a-new-guide) as needed.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/4ae3ddcb-5ebf-4835-8c7a-8c7182a4eacb.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A09%3A15Z&se=2026-10-31T04%3A09%3A15Z&sr=c&sp=r&sig=K0ru1ussdQkRNlb6wCVflUvnMZ5gLGLm3yk3vihu%2FXI%3D)