How do I Create a Project from Another Project?

Updated on March 13, 2019 07:06am by Admin

Every business should have a method to properly organize their company initiatives into projects with specific goals and responsibilities. Projects app allows you to consistently organize your project scope, team, milestones, and activities.

Steps to Create a Project from Another Project

  • Log in and access Projects App from your universal navigation menu bar.
  • Click on the "Create" button and select “From another project”.

    Create from Another project


  • Search and Select the Existing Project name in the “Project Name ” field.
  • Enable the Toggle “ON” to copy People, Milestone, Tasks, and Documents from the selected project.

    Enable Toggle


  • Data for all fields will be automatically synced from the selected project.
  • Click on the "Create" button to create the project.

    Create Project


Syncing the selected Project


In the Overview Page, you can view People, Milestone, Tasks, and Documents that are synced from the selected Project. Below are the image reflecting the sync in the created project.

People

People

 

Milestone

Milestone

 

Tasks

Tasks

 

Documents

Documents

 

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