Activity - Copy

Copying an Activity to Create a New One

  1. Go to: Activities >> Manage Activities
  2. If your list of Activities is long, choose any of the filters in the top panel and click the green “Filter Activities” button.
  3. Hover over the options icon beside the activity
  4. Click on “Copy”
  5. Enter the name of the new activity
  6. Specify which objects to include in the copy:
    • Qualifications
    • Feedback Fields
    • Schedule Classifications
    • Associated Client (this option is only available if your organization has the Client Module enabled)
  7. Click the [Copy Activity] button

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