Copying a large group of tasks from one project to an existing project that already has tasks

Kurt S
Kilo Contributor

Here is the use-case:

I have project (A) that's already underway with tasks in progress. I would like to copy a large number of tasks from project (B) over to project (A). 

 

For example, if project (B) has phases I, II, and III, but project (A) only has phases I and II, rather than build out phase III in project (A) manually, I would much rather copy phase III from (B) to (A), retaining all of the parent/child and dependencies contained in the phase III tasks.

 

How can I do that?

2 REPLIES 2

Saiganeshraja
Kilo Sage
Kilo Sage

Create a UI Action - "Copy Tasks " --> Once it has been clicked a Dialog box should come -> In the dialog box add the multi-select field for select the phases ,Project field for linking the tasks new project, based on the phases selected - write the Glide Record script to for creation of tasks .

 

 

Mark correct and helpful, If it helps.

Pall Sigurdsson
Tera Guru

There is also the "Copy partial project" option. Have you tried that?

 

Link to documentation: Copy an existing task or project (servicenow.com)