Go to: Configuration, then click on “Manage Activities” found in the sidebar under Activities
For long activity lists, use the filters in the top panel and click the green [Filter Activities] button
Mouse over the Options icon beside the Activity
Click on “Copy”
Enter the name of the New Activity
Specify which objects to include in the copy:
Qualifications
Feedback Fields
Schedule Classifications (if the organization is part of an enterprise, all types of classifications can be copied)
Associated Client (only available if your organization has the Client Module enabled)
Notification Administrators (only available if your organization has a PLUS subscription)
Current Shifts (Past shifts will not be included in the copy)
Click the [Copy Activity] button
Save some time and copy an existing activity instead of starting from scratch
Updated over 2 months ago