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