Taimer lets you duplicate contents of an existing project by creating a copy to save time and effort. 

Learn how to:

  • Create a copy of a project or the project tree¬†

  • Update details in the project copy

Plans & Permissions:

  • Plans: Free CRM, SalesCRM, PM, ERP

  • Permissions: Admin / Projects access

How to copy a project/project tree

If you are managing similar projects for different customers, you can avoid the hassle of creating everything from scratch by simply creating a copy of an existing project(s).
To create a copy:

  • Navigate to the Projects list from the sidebar

  • Click on the more options icon beside the project or project tree that you would like to duplicate

  • Select Copy Project

  • You will be directed to a dialogue box where you can define the project details for the new project

How to update details in the project copy

  • You can edit or update the details for your new project in the dialog box.

  • Rename the projects that need to be copied in the editable fields on the right

  • Click on COPY to save

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