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Duplicate a checklist template
Duplicate a checklist template

The duplicate function is used to copy a checklist template to avoid having to set it up again.

Chris Rohrbach avatar
Written by Chris Rohrbach
Updated over a week ago

Duplicate a checklist template

Only the moderators of the model can duplicate it.

It is possible to duplicate a checklist template. Duplicating allows you to create a new template and take over all the tasks and the contents of their detail panes. Completed tasks are also resumed.

To duplicate a template :

  1. Go to the relevant template

  2. Click on the button with the three vertical points

  3. Click on Duplicate Model

A window will open allowing you to configure the duplication.

Name field

Choose the name of the duplicate (4)

Team Field

Select the team to which the duplicate will be linked (5)

Choose whether template members should be copied, two options (6):

  • Yes: the members are the same, so you want to copy them.

  • No: the members are not the same, you will have to select them manually.

Choose the options that will be included in the task details pane, 4 options (7) :

  • Take over the persons responsible for the tasks

  • Take the Watchers back from the tasks

  • Retrieve files attached to tasks

  • Take the values from the custom fields

Finally click on Duplicate (8)

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