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Contact UsDuplicate a task list between locations
Pull a list in from another site, or push one out to several sites at once. Each copy is independent from the moment it's made.
You already worked out the closing checklist at your first site. Copy it to the next one instead of building it again, rename it, and adjust the copy from there. Lists travel both ways: pull one into the site you're in, or push one out to several sites in a single step.
What you'll need
- Available on the Bundle plan, or on a Custom plan that includes Tasks.
- Super Admins and Admins duplicate task lists. Team Members can read the Task Library but not change it.
- The other site has to be in your company and already have a list of the type you're copying.
Bring a list in from another site
To duplicate a task list from another location:
- Select Tasks in the side menu, then Task Library.
- Select Create New List.
- Choose Routine List or Situational List, then Duplicate list.
- Pick the site under Select Location.
- Pick the list under Select Routine Task List or Select Situational Task List.
- Enter a New List Name and set the Task Aging toggle for the copy.
- Select Create.
The copy lands in this location's Task Library right away, with a message confirming how many tasks came over. A site with no lists yet offers the same thing on the Tasks page as Duplicate From Another Location, which asks which type you want first.
Send a list to your other sites
Use this when the list already exists here and you want the same one everywhere.
To duplicate a list to other locations:
- Select Tasks in the side menu, then Task Library.
- Select the three-dot menu on the list's card, then Duplicate.
- Enter a New List Name.
- Under Duplicate to Locations, tick each site that should get a copy.
- Set the Task Aging toggle for the copies.
- Select Confirm Duplication.
You'll get a count of how many locations succeeded. The site you're standing in isn't offered, and neither is any site outside your company or any you aren't assigned to.
What comes across, and what doesn't
Every task's text comes over, along with its Frequency on a routine list, Require photo submission, Require completion notes, the admin-only setting, and any Time Frame or Repeat throughout the day setting. The description comes too, and if the original has none the copy is described as Duplicated from the other site's name.
A linked inspection doesn't. Inspections belong to a bay at one site, so a task that pointed at one arrives as plain text. Reattach an inspection from this location afterwards.
- Only sites in your company that already hold a list of that type appear under Select Location.
- Duplicating is the way to move a list onto the other Task Aging setting, because the toggle is locked on a list that already exists.
- Every copy is independent from then on, whichever direction you copied. Editing one list doesn't touch the others, so a later change has to be made at each site.
Common questions
Can I undo this?
No, but the copy is independent. Delete it and duplicate again if it came across wrong.
Who can do this?
Only Admins and Super Admins. The controls aren't shown to Team Members.
Does editing the copy change the original?
No. From the moment it's copied the lists are separate, at separate locations. Sending one list to six sites gives you six lists to maintain.