How to: Duplicate a deliverable

Deliverables can be duplicated for a quick and efficient way of creating new deliverables. 

This is useful for:

• High volume, repetitive work
• Deliverables that contain large amounts of information that is similar to all deliverables within the project
• When time is critical and the system needs to keep up with your pace of work

Things to keep in mind:

• You can only duplicate deliverables that your organisation created within that project (i.e. your law firm can't duplicate deliverables you created)
• The deliverable will be automatically assigned to you (you can assign this to another team member as is the usual process)

Duplicating a Deliverable from the Deliverable summary

1. Find your project, and click on the title to go to the Project Summary screen
2. Click on the Deliverables tab
3. Select the deliverable you want to duplicate from the list
4. Click on the green menu button
5. Select Duplicate
   
   
   
   
6. Confirm that you want to duplicate the deliverable
   You will be taken to the newly duplicated deliverable. Its title will be "Copy of...."
7. Update the details as required, such as activity title, due date, or any other deliverable details

Duplicating a Deliverable from the Worklist

1. Go to the Worklist
2. Identify the deliverable to be duplicated
3. Click on the green menu button in the Action column
4. Select Duplicate from the drop-down list
   
   
   
   
5. You will be taken to the newly duplicated deliverable. Its title will be "Copy of...."
6. Update the details as required, such as activity title, due date, or any other deliverable details