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Jo Britton 2012-03-05 12:19 AM

Copying and posting a list of action items
I would like to be able to copy a list of tasks from one project to the next. For each client that comes on board in my business there are about 8 steps that need to be taken.

When I try copying all the tasks then pasting them, they are pasted together in one task with different lines. Is there a way to do this?

whpalmer4 2012-03-05 05:46 AM

You need to select the row handle (the dot to the left of the checkbox) of the row where you wish to paste the actions, then you'll get separate actions instead of a single multi-line action like you do when the insertion point is in the text of an action.

For a nifty template facility complete with placeholders, check out Curt Clifton's [URL=""]Populate Template Placeholders[/URL] script.

Jo Britton 2012-03-06 03:55 PM

Great. Thanks heaps

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