If you work on similar or recurring projects, duplicating existing work can save time and maintain consistency. Here’s how you can duplicate projects in Productive!
For more information on creating and saving project templates, check out this article.
Duplicating an Existing Project
Navigate to Projects
Go to Projects and select the project you want to duplicate.
Open the Sidebar
Open the project sidebar and choose the Duplicate project option.
Select Project Type
Decide if the new project is for a client or an internal project.
Set Project Details
Add the name of the new project.
Choose the client (if applicable).
Select the project manager.
Enable or disable tracking time for the tasks in this project.
Choose Modules to Copy
By default, you can select Everything.
To fine-tune, select specific modules to copy.
Note: Closed and/or archived tasks will not duplicate to the new project!
Create Project
Click on Create project. Your new project will now appear in the Project list.
Converting a Sales Deal into a Project
When marking a Sales deal as won and converting it to a project:
Create a New Project
Click on Create a new project and define the budget details in the next two steps.
Choose a Project to Copy
In Step 4, select Create by copying an existing project. Type to search and select the project you wish to duplicate.
Follow Duplication Procedure
Follow the same steps as duplicating an existing project (described at the beginning of the article).
Edit Project Details
After duplicating, edit the project to add data specific to your new project.