Duplicate a Task List in 7tasks

Updated August 16, 2024 14:45

You can recreate and copy an entire list of tasks by using the Duplicate List function. This will allow you to use an existing task list as a template and set up another list more quickly. You can then edit this new list as much as you would like to better suit your needs.

Prerequisites

⚠️ Managers/Assistant Managers require permission Can manage tasks create and edit task lists.

⚠️ Managers/Assistant Managers will have access to all task lists within their assigned Departments. This includes those for roles they are not assigned to.

⚠️ Tasks and Task lists can only be created and edited from the 7shifts web app.

Head to Tasks > Tasks List Templates.
Click the More options icon beside the specific task list you wish to copy.
Select Duplicate List:
Alternatively, you can click on a list to view the Task List Template in detail and then select Duplicate List:
You'll be prompted to fill out the details for your new list such as the name, description, recurrence type, and Location assignment.

⚠️This will become a new list that is completely separate from the original. So you can rename it, choose a different recurrence frequency, set a new Time Frame, and assign a different Location/group of employees to this list if desired.
Click on Save & Duplicate.
Now you can edit and customize the specific tasks within the list by clicking on Task Details.
Be sure to click Save after making changes to each task.

⚠️ Tip: To change the order of your tasks, simply hover your mouse on the left side of the task, then click and hold to drag and drop them in the desired sequence.
When you're done updating your list, you'll need to click 'Save' and then 'Save & Publish' to make the list live and available to employees.

Alternatively, click Save as Draft if you would like to continue building your list and post it to employees later.