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Copying & Moving action cards
Copying & Moving action cards

Save time writing action cards by copying the details of one card into another

Erin Gouveia avatar
Written by Erin Gouveia
Updated over a week ago

Here's how you can copy or duplicate your action cards:

  1. Click to open the action card you want to copy

  2. Select the 'More' menu on the top right

  3. Select 'Duplicate action'

  4. Specify the number of copies you would like and confirm you want to copy the action


    This will automatically open the new copied action and show (copy) in the title. It will have all the same details as the action you copied it from. Change any details you want and press close. 

Additionally, there is a shortcut! You may right-click on any action card icon and select 'Duplicate action'


If you'd like to move a specific action to a different project, you can do this from the card directly. Click on the project title at the top left of your action card and select a different project in the dropdown:


To move multiple actions to a different project at once, open your actions in the project or Summary view and switch to Table Layout. From there, you can use the Project column to select a different project in the dropdown and copy and paste it into other actions.

Pro tip: hold Shift to easily select multiple actions at once!


Use our video guidance for additional help.

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