How to Duplicate a Task

Duplicating a task is a quick way to create a new task with the same details as an existing one. This saves time when assigning similar tasks to different staff or participants!

1. Go to the Tasks Feature

   • From your Dashboard, click Tasks.

2. Locate the Task to Duplicate

   • Use filters or the search bar to find the task you want to copy.

3. Open Task Options

   • Click the Three-Dot Menu (⋮) next to the task.

4. Select “Duplicate”

   • A new task window will open, pre-filled with the original task’s:

     • Title

     • Description

     • Due Date/Time

     • Assigned Participant(s) or Staff (be sure to click deselect all before making your new selection!)

     • Recurrence

     • Services

     • Subtasks

5. Update Details (Optional)

   • Change the date, assignee, or any other details as needed.

6. Save the New Task

   • Click Save to create the duplicated task.

• Assigning the same task to multiple participants or staff without re-entering details.

• Creating recurring but non-scheduled tasks quickly.

• Duplicating a standard service task for a different day or time.

Need More Help?

If you need further assistance, you can reach out to our support team by emailing support@storii.com. Our support team is ready to help you with any questions or issues you may have.