Copy or Move Sections to Another Task (Or Template)

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If you'd like to copy or move one or more sections to another task (either in the same template, or in a different template), follow these steps:


The source template must be open in edit mode. Then click the checkbox on the top right corner of the section (s) you want to copy or move:

Next, click the green Copy/Move button that appears:

You'll then see a dialog like this. Search for the destination template name:

Then, select the destination template (keeping in mind you can choose the source template if you just want to copy/move to a different ask within the same template) and the desired task you want to copy or move the sections to:

Important: Double check that the "Selected Template" and "Selected Task" is correct!

Then if you open up the destination template and the specific task you selected, you'll see the sections (s):

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