Sometimes you just need a quick copy — no formal template required. Duplicating a project copies its full structure into a new, standalone project in seconds.
Everything that defines how the project is set up — task lists, tasks, custom fields, automations, and budget target — comes along by default. Before you confirm, you choose what else to include: members, assignees, task statuses, documents, and files can each be kept or reset independently.
The result is a clean copy you can start working in right away, with no link back to the original.
When to use project duplication
Starting a new client project that follows the same delivery process as an existing one
Repeating a campaign or service with a consistent task structure
Using a live project as a quick ad-hoc template when a formal template isn't needed
How to duplicate a project
To duplicate a project, you need write access to the project and the right to create projects in your workspace.
Open the context menu on any project where you have writing rights (three-dot menu)
Select Duplicate.
Choose which optional content to reset.
Confirm with "Duplicate"
The new project is named "[Original Name] (Copy)" and can be renamed at any time.
Depending on the size of the project, duplication may take a moment. Larger projects with many tasks, files, or documents can take a little longer before all content is fully available.
What's always copied
The following is always included in every duplicate:
Task lists and tasks (including descriptions and checklists)
Custom fields, custom field values and tags
Planned effort and task dependencies
Recurrence rules
Automations
Budget
What you can choose to reset
Before creating the duplicate, you can independently reset each of the following. All default to keep (i.e. they are duplicated unless you choose otherwise):
Project members
Task assignees
Task status
Documents
Files
What's never copied
Task and project comments
Tracked time
Connect users (external collaborators)
Calendar bookings and scheduled time blocks on tasks
💡 If you're viewing your projects with an active filter (e.g. by status), the duplicate may not appear immediately — it might not match the current filter criteria. Clear or adjust the filter if you can't find it.
FAQs
Does duplicating a project copy all the tasks?
Does duplicating a project copy all the tasks?
Yes — all tasks, task lists, checklists, descriptions, custom fields, tags, planned effort, recurrence rules, and task dependencies are always copied.
Are files and documents copied?
Are files and documents copied?
By default, yes. You can choose to reset them in the duplication step. When included, they are duplicated as new objects with no link to the originals.
Can I choose not to copy team members?
Can I choose not to copy team members?
Yes. Project members and task assignees are both optional and default to kept. You can disable either independently before confirming.
Will my automations carry over?
Will my automations carry over?
Yes. Custom project automations are always duplicated. If a source project uses a workflow, workflow-synced automations are intentionally skipped. Automations referencing a user or entity that can't be resolved in the new project are deactivated automatically.
Are comments copied?
Are comments copied?
No. Task and project comments are never copied.
Is tracked time carried over?
Is tracked time carried over?
No. All tracked time stays with the original project. The budget target is preserved.
Are Connect users copied over?
Are Connect users copied over?
No. Connect users are excluded from member duplication. They need to be re-invited manually.
Are recurring task dates recalculated?
Are recurring task dates recalculated?
No. Recurrence rules are copied verbatim — dates are not shifted relative to the duplication date. Review recurring tasks after creation if the original dates are in the past.
Can I duplicate multiple projects at once?
Can I duplicate multiple projects at once?
No, projects must be duplicated one at a time.
Is the duplicate linked to the original?
Is the duplicate linked to the original?
The duplicate is fully standalone. Changes to either project do not affect the other.