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Copying tasks

About this task

Campaign owner and data stewards can copy tasks in a Merging or Resolution campaign.

Copying tasks as a data steward

About this task

Data stewards can copy tasks in a Merging or Resolution campaign.

Procedure

  1. Log in as a data steward.
  2. On the Tasks page, click the name of the campaign which holds the tasks you want to copy.
  3. On the menu bar, use the combinations State > New and Assignment > Assigned to me, or the combinations State > To validate and Assignment > Assigned to me to open the new or resolved tasks respectively.
  4. Select the tasks you want to copy.
    Information noteTip: From the task list, hold the Ctrl or Shift keys to select multiple tasks. On Mac, hold the Cmd or Shift keys.
  5. In the right panel, click Task and click Copy a task.

Results

The task is duplicated and added to the campaign.

Copying tasks as a campaign owner

Campaign owner can copy tasks in a Merging or Resolution campaign.

Procedure

  1. Log in as campaign owner.
  2. On the Campaigns page, click the name of the campaign which holds the tasks you want to copy.
  3. On the menu bar, use State > New or State > To validate to open the new tasks or the tasks to validate respectively.
  4. Select the tasks you want to copy.
    Information noteTip: From the task list, hold the Ctrl or Shift keys to select multiple tasks. On Mac, hold the Cmd or Shift keys.
  5. In the right panel, click Task and click Copy a task.

Results

The task is duplicated and added to the campaign.

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