Task templates
Duplicate a template
Admins & staff
Make a copy of a template to use as the starting point for a new one.
Where:SidebarTask Templates
- Select Task Templates in the sidebar.
- On the template's row, select the three-dot menu, then Duplicate.
- Hydi adds the copy to the list with "(copy)" after the name.
- Select the copy, then Edit to give it a new name.
Good to know
- The copy keeps the tasks, due dates, checklists, links, signature and review settings, but not attached documents or forms.
- If you duplicate the same template again before renaming the first copy, Hydi fails because the names match.
- From inside a template, Actions > Duplicate does the same and opens the copy.
Related
- Edit a template's name and descriptionChange what a template is called or how it is described.
- Edit the tasks in a templateChange, reorder or remove the tasks in a template without touching tasks you have already assigned.