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This article applies to:

  • Product: DT Practice

Copying task templates

To copy tasks from one project template to another, follow these steps.
  1. In the
    Project Templates
     setup screen, right-click the project template from which you want to copy task templates and choose
    Copy Tasks To
     from the context menu.
    note
    This process copies all tasks from the source template to the destination template. Any existing tasks on the destination template will be overwritten.
  2. On the
    Copy Tasks To
     dialog, use the drop-down list in the
    Copy To
     field to select the destination project template.
  3. Mark the
    I understand this will replace any existing data
     checkbox and select the
    Copy Now
     button.
  4. Make any additional changes to the destination template and select
    Enter
     to save.