The ‘Multiple Copy to Family’ option enables users to quickly duplicate tasks on cases that are in the same family.
Note: Users require certain permission to use this option.
To use this option:
- Open a case and go to the Tasks tab.
- Click ‘Multiple Copy to Family’ in the left hand menu Options.
- Select the tasks to copy. Use the tick boxes on the left to select the tasks OR tick the box at the top to select all tasks.
- Click ‘Copy’ in the top left of the Tasks tab when all the tasks to copy are selected.
- Users will see a summary of the tasks that have been selected. Click ‘Cancel’ to go back or click ‘Confirm’ to proceed.
- Select the cases within the family to copy the tasks to. Use the tick boxes on the left to select the cases OR tick the box at the top to select all cases.
- Click ‘Cancel’ to go back OR click ‘Select’ to proceed.
- Users will see a summary of the cases and tasks. Click ‘Cancel’ to go back OR click ‘Copy’ to create the new tasks.
The new tasks will be saved to the Tasks tab of each selected case.
Note: Tasks will be copied to the new case with the same details e.g. task description, task status etc, task user etc.