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Task Duplication


Rebekah

The ability to duplicate tasks (instead of an entire workflow) is a suggestion I have considered for a while. Our firm utilizes Smokeball for our “in-office” matters as well as client matters, and at times we need to duplicate weekly/monthly/yearly tasks. Having this option for reoccurring tasks or a button to duplicate a specific task (for multiple employees etc.) would be great!  I hope this can be an added feature in the future.😊 Thoughts from other users on this; is this something that would be beneficial to your firm too?

Best answer by zac.meyer

Are you a prosper firm? Why not consider creating a bunch of workflows to do this, and have the last task be to relaunch the workflow. When creating a task in a workflow, you can even right click on it to duplicate it and then maybe you can just push the date out a week or month as needed when creating it. 

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Sara Sultan
Smokeball Team
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Hello Rebekah,

I have heard of other firms requesting this as well.  For any that have not yet put this suggestion in, please do so here.  I am sure our Product team is keeping an eye on this.  Thanks for posting in the Community!


zac.meyer
Smokeball Team
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  • Smokeball Team
  • December 9, 2022

Are you a prosper firm? Why not consider creating a bunch of workflows to do this, and have the last task be to relaunch the workflow. When creating a task in a workflow, you can even right click on it to duplicate it and then maybe you can just push the date out a week or month as needed when creating it. 


Ben
  • Frequent Scribe
  • December 16, 2022

Hi @Rebekah, curious to know if that workflow that @zac.meyer suggested helps you solve the problem-at least for now? 


Rebekah
  • Contributor
  • December 16, 2022

It did yes!  Thank you @zac.meyer! @Ben - thank you for the follow up on this!