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Ability to copy a task, duplicate a task, or re use a task

  • 25 June 2020
  • 1 reply

Userlevel 2

Creating tasks under objectives can take a few minutes to fill out completely. When there are multiple similar, but discrete tasks, it would be very beneficial to have the ability to either copy or duplicate a task, or re use the same task to create new ones. This would speed up task creation, and reduce admin time in creating the same things over and over.

The ability to copy these within an objective, across objectives, and potentially across individual accounts would be excellent.

1 reply

Userlevel 4

Are you thinking about something like a “Task Library” where you could pre-create a list of tasks that are used often, but not really part of a specific Playbook. These Tasks would be used in an infinite number of combinations with other tasks in the library, ad hoc.


Is that close to what you are thinking about?