Copy items with the web app

Copying an item allows you to use it as a template, or to convert a duplicate to another type of item. (If you want to create multiple copies of an action, you might want to try creating a recurring task.)

Copy an item

1. Right-click on the item or click the drop-down arrow ▼ at the right end of the item entry.
2. Select Make a copy… from the context menu.
3. You'll create an exact copy of the item underneath the original.

Use a copied reference list as a project template

Since you can convert reference lists to projects, you can use these as basic project templates.

1. Create a reference list as a template.
2. Follow the steps above to make your copy.
3. Right-click on the new reference list, or drop-down arrow ▼ at the right end of the item entry.
4. Choose Convert from the context menu, followed by Project.
5. Go to the Projects list and check it out. You can now add details such as state, due date, energy, time, and start date to the items.

Creative uses for copying

• Project templates: Create standardized project structures you can reuse
• Recurring workflows: Copy common task sequences for regular processes
• Learning from success: Duplicate successful projects as starting points for similar work
• Testing variations: Copy items to try different approaches or assignments