Moving and Copying items

Moving

To-do list in the wrong Project? No problem! Just move it to the right spot. Problem solved!

You can move docs & files, to-do lists, messages, schedules, and questions. Comments and files attached to comments can't be moved on their own -- they only move with the item they're connected to.

Go to the item you want to move, then choose Move  from the "•••" menu:

A window will pop up to let you choose the Project in which the item belongs from the drop-down list, then click the Move to this new location  button:

That's it! You'll be taken to the item's new home. All the original comments on that item will be moved over to the new location. 

Copying

Pretty much the same deal as moving! Go to the item you want to copy, then choose Copy  from the "•••" menu:

You can copy an item to another Project, or duplicate it in the same Project. Select the Project you want, then click the  Copy to this new location button:

After clicking 'Copy to this location' you'll be directed to the new copy of that item in the Project where it also lives. If you chose to include comments, those will also be included with the copy. The original will be right where you left it.

By the way, you can also copy a to-do into the same list if you need a duplicate:

Next up: Printing →

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