Copy Task

In Estate Mailer Pro, tasks can be easily copied to save valuable time by reusing them instead of creating each task from scratch.

While the task modal is open, click on the 3 dots icon in the top right area.

Additionally, along with the regular task data, you can copy assignees, followers, attachments, and checklist items.

If any of these exist in the task, they will be shown as checkbox items to check or uncheck while copying the task.

Make sure to re-check the task data in the edit area if you are copying a recurring task to prevent duplications, as the task you are copying might already be recurring.

Did you find this article useful?