Copying Tasks

In many task managers, copying is as easy as right-clicking (Ctrl-clicking on a Mac) and selecting Copy from the context menu, then pasting into the folder or list where it belongs. Check with your software publisher for instructions.

Set Up the Templates List

Choose a Templates list method and make sure it is easy to access, with a single click, without defining search terms each time. If you need to define and save a custom view, do it now and name it “Templates”.