How to duplicate a Task with "No Attachment" 

1. Click the ellipses beside the task 

2. Select "Copy Task" 

3. Name the Task 

4. Click "Yes" to copy the task


How to duplicate a Task with a file or Form

The following steps are identical regardless of whether the file or form is: attached from the data room; a form you created; or a phundex defined form. 


1. Click the ellipses beside the task 

2. Select "Copy Task"

3. Name the Task 

4. Name the Form

5. Click "Yes" to copy the task