Duplicate an action plan

Learn how to duplicate an action plan

You can duplicate an existing action plan, rename it, and edit existing information to create a new action plan. When the action plan includes tasks, you can also opt for bulk duplicating those tasks.

To duplicate an action plan, follow these steps:

  1. From the Action Plans table, click Duplicate icon Duplicate.
    Duplicating an action plan from the Action Plans table
  2. Edit the new action plan and click Save.
    Note: All existing information is duplicated except the status of the action plan.
    1. Optionally, when the action plan has tasks, to opt for bulk duplicating tasks, select the Duplicate tasks property.

      Bulk duplication of tasks in an action plan

The duplicated action plan appears on the Action Plans table list.