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:

GIF showing how to find the Move option in the ••• menu of a to-do list

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:

A screenshot of the pop-up modal that appears when choosing to move a Card. It includes a menu to choose a project and a button to

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. 

🔗 Moving Project Tools Looking to move all the messages or to-dos in your project to a different project? Admins and project creators can move entire tools between projects. 


Copying

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

GIF showing how to find the Copy option in the ••• menu of a to-do list

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:

A screenshot of the 'Copy this to-do' pop up modal with menus to choose a project and choose a to-do list. Below the menus is a checkbox to include comments and a large button to

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:

Screenshot showing how you can copy a to-do into the same list

Changes made to one item won't sync to the other; they exist separately. 


Next up: Printing →

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