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Duplicate Tasks or Sections

Written by Freyja Jensen-Dowell
Updated over 3 weeks ago

It’s now simpler than ever to build tasks! You can duplicate individual sections (with or without all rows) or even duplicate an entire task to use as a template. This means you can make changes without affecting the original task.

Duplicating a Section

Previously, every section had to be created and updated individually. Now, you can:

  1. Create your first section exactly how you want it.

  2. Duplicate it as many times as needed.

This ensures:

  • All settings remain the same across sections

  • All columns match perfectly

  • Reporting becomes much easier

Duplicating a Section

⚠️ Note: Don’t publish the duplicated section immediately if you’re still editing or testing.

🎥 Prefer a Visual Walkthrough?


Duplicating a Task

Once you’ve created a task and perfected it, you can duplicate it with just one click.

Use cases:

  • Tasks repeated multiple times a day but independent (e.g., AM & PM temperature checks, morning & evening cleaning schedules, lunch & dinner wastage).

  • Making changes to an existing task without affecting current operations. You can duplicate the task, use the Unpublish feature to edit in the background, and then swap it in when ready.

Duplicating a Task

⚠️ Important:

  • If the original task has compliance settings, these will need to be transferred manually to the new duplicated task once it becomes active.

🎥 Prefer a Visual Walkthrough?

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