Copying an activity

Do you see an activity that someone created that you would like to reuse? If the owners of the activity did not create a template for it to enable others to reuse it, you can make a copy of it. You can also copy one of your own activities if you want to reuse it, but do not plan to reuse it enough times to warrant the creation of a template.

Before you begin

Any member of an activity can copy it. When you copy the activity, you are added to the new activity as the owner. No other members are added to it initially.

About this task

To copy an activity, complete the following steps:


  1. Open the activity that you want to copy.
  2. From the title bar, click More Actions, and then select Copy Activity.
  3. In the new activity form, add new values or change the values of any of the fields that you want to update.
  4. Click Save

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