ID: 5272

Copy a task in a form

Overview

When creating tasks in a form, you can save time by duplicating tasks.In order to copy tasks in this way, the tasks must be set to allow copying at central level.For more on how to enable task duplication, seeCreate a task within a form.

Start from The Daily Schedule.

Select Forms from the main menu.
Select the Form that contains the task you wish to copy (and for which you have enabled this option).

Linked to:
app/l/{cmp_business_unit_id}/forms/folder/-1

Select + START NEW.

Select More (the three dots icon) next to the parent task you wish to copy.

Select Copy.

Enter a name for the new copied task and select Accept.

You can now copy or delete the new task by selecting the three dots icon next to it.

Related Articles

Manually record downcooling data in a form

Forms

Integrations

Temperature

As a food service manager, you may need to manually record downcooling data in a…

Read article

Use best practice to get the most out of forms

Forms

Checklists

As a store manager, you need to use best practices to get the most out…

Read article

Fill out a form (web)

Forms

Permissions

Forms in Compliance are checklists that can be opened and answered by users at any…

Read article

Fill out a form (mobile app)

Forms

Permissions

Forms in Compliance are checklists that can be opened and answered by users at any…

Read article

Search

Search for:

Compliance

Categories
Smart Analysis in Compliance Access your profile in Compliance Offline mode in the Compliance app An overview of Compliance Access Compliance Add the web app to the home screen of your device
View the history of an Area or Checklist on the app Moderate images and attachments on Compliance Download exports from the central overview Get familiar with the Central overview (web)Get familiar with the Central overview (app)
Change the procedure or module of a task Pause a task at a central level Apply a department to a module Create processes and tasks within a procedure Create a process Activate a process on a group Copy a module at a central level Schedule a form in the Daily Schedule Assign modules and forms to specific location groups Check task structure in Compliance Create a temperature task Create a task and move it to the relevant area Create time slots on tasks Add tasks from the central library Set severity levels for tasks Create new lists for dropdown tasks Create an area/checklist Enable or disable an area Create a task - select an area and create a task within it
Create a downcooling form Create a form Set up severity in forms Check the status of completed forms Create forms as a meeting agenda Use best practice to get the most out of forms Copy an existing form Create a task within a form Understand deviation settings in forms Create new lists for dropdown tasks Use form folders Manage central forms in a chain
See previous versions of a procedure Create a procedure Update procedures at a central level
Advanced waste tracking with Zoho
Add a business group to a user Manage permissions for modules, forms and checklists Email notifications in Compliance Add, change, and remove users (app)Add, change and remove users (web)
Organise my Compliance locations with categories Export locations to Excel Manage API connections in Compliance Schedule location pauses (closures) at a central level Add a location to a group Pause all locations in a chain
Deviation types in tasks and forms Manage central Deviation Action Plan settings
Review key metrics in Compliance
Communicate with your team in Compliance
Local Overview in Compliance Respond to deviation reports Download data for auditing ("Previous answers report")Update procedures at a local level Find your waste history
Create an ad hoc deviation Complete a task with the Bluetooth thermometer Answer scheduled tasks Manage, edit, delete tasks (app)Filter to see assigned deviations Hide completed checklists Create local tasks within a local area on your device Recognise comments and attachments on the Daily Schedule Find documents on the daily schedule (web and app)Work with missed or unanswered tasks Add an attachment to a task on a local level (web)Find history for a task (web & app)Copy a fridge or freezer task on the app Copy a fridge or freezer task on the web
Manually record downcooling data in a form Copy a task in a form Use best practice to get the most out of forms Fill out a form (web)Fill out a form (mobile app)
Sort and move tasks at a local level Manage time slots at a local level Copy a fridge or freezer task via My Location Find documents within a procedure (app)Manage users associated with a location Create and manage local tasks on the web Email notifications in Compliance Manage time slots on tasks Update procedures at a local level Edit procedures locally Add tasks from the central library Create procedures PDF reports Add an attachment to a task on a local level (app)Create, edit and delete local areas (app)Find business details for a location Create, edit and delete local areas (web)Enable and disable processes (web)Enable and disable processes (app)Pause a location in the app Pause a location on the web Schedule location pauses (closures) for the future Add, change, and remove users (app)Add, change and remove users (web)Copy a fridge or freezer task on the app Copy a fridge or freezer task on the web
Track and reduce waste
Deviation types in tasks and forms Understand the Deviation Action Plan
View answer history organised by module Track answer history Find your waste history View the history of an Area or Checklist on the web

Compliance

Categories

Overview

Related Articles

Manually record downcooling data in a form

Use best practice to get the most out of forms

Fill out a form (web)

Fill out a form (mobile app)

Search

Compliance

Categories