Duplicating and Archiving Projects
When you run similar projects repeatedly, you can duplicate an existing one to reuse its structure. When a project is over, you can archive it to keep your active list clean without losing the data.
Duplicating a project
Duplicating copies a project's structure into a brand-new project. You choose exactly what to bring across.
How to duplicate a project
- Go to Work → Projects.
- Open the project you want to copy (or use its action menu) and choose Copy Project.
- Enter the new project's details:
- Task Short Code
- Project Name
- Start Date
- Choose what to copy across (see options below).
- Click Save.
What you can copy
| Option | What it copies |
|---|---|
| Task | The project's tasks. |
| Sub Task | The sub-tasks (checklists) on those tasks. |
| Same Assignee | Keeps the same people assigned to copied tasks. |
| Milestone | The project's milestones. |
| File | Uploaded files. |
| Time Logs | Recorded time entries. |
| Note | Project notes. |
| Task statuses / columns | Which task board columns to include. |
A duplicated project starts with the status Not started.
Archiving a project
Archiving moves a finished or paused project out of the main list while keeping all of its data.
How to archive and restore
- Archive: use the project's action/archive option to move it to the archive.
- Restore: open the Archive view and choose Restore on a project to bring it back to the active list.
- Delete permanently: the Archive view also lets you permanently delete a project. This cannot be undone.
Where to find archived projects
Open the Archive view from the Projects area to see archived projects, restore them, or delete them permanently.
Permissions
- Duplicating and archiving follow your project add/edit/delete permissions.
- Permanent deletion from the archive requires delete permission — use it with care.
Tips
- Build a "template" project once, then duplicate it for each new client engagement to save setup time.
- Archive rather than delete completed projects so you retain history and can restore if needed.
- When duplicating, leave Time Logs unchecked unless you specifically want past hours copied into the new project.