How to copy Tasks and move to different stages?

Step 1: To copy the task, click the task row you want to copy. Let’s click the “New Asset” row.

Step 2: On the left, there are icons to move rows up and down, highlight, delete, and add rows.

To add task rows, click the Add button and another row will appear on top of it. The new row will be in green and the ID number will follow the last row number.

Step 3: To MOVE the task, Click, drag and drop the row to the appropriate stage.

Step 4: Drop the row in the correct stage. Once the row is in its correct stage, don’t forget to click SAVE. The dragged row will still be green unless it is saved.

Step 5: When the task is saved correctly, the row becomes white with green ID.