Freelo Help Work with To-Do lists Copy or Move a To-Do list

Copy or Move a To-Do list

You might need to copy or move a To-Do list between projects – including all tasks and related information. The Move, Copy, ... feature is available for every To-Do list via the three-dot menu to the right of the list name.

How to move or copy a To-Do list.

How to Copy a To-Do list

To-Do lists can be copied within one project or to different projects. From the three-dot menu, go to Move, copy, … You can choose whether to copy descriptions, comments, files, followers, or completed tasks. At the bottom, you'll see the positions of the original and copied To-Do lists. Confirm by selecting Copy.

How to Copy a To-Do list.
TIP: Use project templatesInstead of copying typified tasks and processes use project templates. When creating a new task you can add it with list of subtasks or create To-Do list from a template.

How to Move a To-Do list

You can Move To-Do list across projects and it keeps all the tasks, comments, documents, subtasks, due dates and assigned users (as long as they have an access to a new project). Via three-dot menu on the right from a To-Do list name go to Move, copy, ... At the bottom, you'll see the previous and new position of the To-Do list. Confirm by selecting Move.

How to Move a To-Do list across projects.
Watch out a currencyNote that you can move To-Do lists where you already have some reports only within the projects with a same currency.

To-Do lists can also be moved within a project. This helps you set the right order. Just drag & drop a To-Do list wherever you want it.

Use drag & drop to move To-Do lists within one project.
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Freelo Help Work with To-Do lists Copy or Move a To-Do list

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