Copying a large group of tasks from one project to an existing project that already has tasks
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05-01-2023 12:21 PM
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?
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05-05-2023 01:48 AM
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.
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05-05-2023 07:10 AM
There is also the "Copy partial project" option. Have you tried that?
Link to documentation: Copy an existing task or project (servicenow.com)