LiquidPlanner Tip: Duplicate Plan Items

Tatyana Sussex | July 30, 2014

duplicating items
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duplicating items

Tip: Duplicate plan items within your project plan. This is a great way to get a fast start on a new project that includes the same tasks and fields. You can duplicate everything in your LiquidPlanner workspace from entire projects to task items.

It’s easy.

Simply right-click your item of choice, then select Duplicate.

Next, you get to choose whether you keep all the existing fields, or drop a couple for the new version.

duplicate plan items

The duplicate plan item will appear with the same name followed by “copy.” Change it to the new name, if applicable and you’re ready to roll.

To learn more about duplicating projects, and setting up a project template, read this help article.

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