How to Duplicate a Task

Duplicating a task is useful when a task needs to be completed more than once by the applicant and will have similar settings to the original task. Duplicating the task instead of creating a new one can save you time when building your program. An example of when a task may be duplicated is when some applications require multiple recommendations or collaborator requests for a single application.

  1. Go to your Workflow
  2. Click on the Name of the stage to access the stage configurations.
  3. Click on Tasks
  4. Hover your cursor over the task name to reveal the More Options icon and select.
  5. Select Duplicate.

All task settings from the original task will carry over to the recently duplicated task. The title of the task will be followed by the tag (Copy).

As only one reviewer task can exist in each reviewer stage, in order to duplicate a reviewer task you will need to duplicate the entire stage the reviewer task exists in. For more information in regards to this please see How to Duplicate a Stage.

When you duplicate a task, there are certain features that are copied over and others that are not. Below is a list of what will and will not be duplicated with the new task.

DuplicatedNot Duplicated
- Settings specific to task type (i.e. Form questions from Form Task, upload settings from upload task etc.)
- Task Description
- Optional vs Required Setting
- Deadline
- "Prevent Editing" setting
- Prerequisites
- Branching Logic within a Form
- Completed Responses collected in the original task
- Automations linked to the original task