Copying Tasks Between Groups

All Group Administrators and Content Contributors of Clinked groups are able to copy a task, multiple tasks or a task category from one group to another group. Below are links to help with why to use and how to use: 

  

Explore Use Case

Budex uses Clinked to work with their clients, including Willowbend Investments. Sam is the Group Administrator of the Willowbend Investments Group that is used to work directly with both Francisco and Evelyn to deliver the services provided by the Budex team on the Willowbend Investments portfolio.

Francisco has been designated as a Content Contributor so he has been able to lead the content creation and management as he works alongside his team, including the copying of tasks & category tasks from one group to another.


Activate Member

 

Francisco is running the Q2'20 Client Reporting prep across 2 groups. After setting up some of the prep in one group, he decided to use copy and paste to get the same task in the other group, and then assign out to the appropriate group members.

The feature to copy tasks from one group to another allows Francisco is able to copy the tasks from the Willowbend Investments Group to the Fund I Group for the Q2'20 reporting period and vice-a-versa.  

 

Explore how to implement

To Copy a Task or Multiple Tasks

  • Log into your Clinked account
  • Navigate to the group and tasks area
  • Upon navigating into the task area, selects the tasks by clicking on them
  • Click copy as shown below

Screenshot 2020-06-30 22.13.04

  • Navigate to group you'd like to paste the task or tasks into
  • Go into the Group's Task
  • Clicks "Paste Tasks" (example of "Paste 3 Tasks" below)
  • Organises where you'd like  
Screenshot 2020-06-30 22.14.37
 

 

To Copy a Task Category

  • Navigate to the group and tasks area
  • Click on the right side of the task category bar on the 3 vertical dots to open the hidden drop-down
  • Selects "Copy"

 

Screenshot 2020-06-30 22.24.54

  • Navigate to group you'd like to paste the task category
  • Go into the Group's Tasks
  • Click the Paste option (example of "Paste Q3'20 Clients Reporting Category" below)
  • Organises where you'd like  

Screenshot 2020-06-30 22.23.14

 

 

Below is a video to demonstrate the options for use:

 

Group Tasks-1

 

 

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