How to Copy a Project

This feature allows Admin users and users with Admin rights to copy a project from the project list view and from the project view.

1. Hover your mouse over the right side of the project you want to copy and 3 horizontal dots will appear. Click on the dots and a drop down will appear. Click on "Copy".

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2. Archived projects can also be copied. You will need to do a search for your archived projects and then click on the 3 dots and select "Copy".

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3. From the project page, click on the 3 dots and select "Copy".

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3. You can use the same template or choose a different template. You can also copy due date, documents, tags, and/or photos to the new project.

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4. If you use a different template, you have the ability to filter the templates by type and then choose the template. Only fields with matching field keys will be copied.

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5. If you only want specified fields copied over based on your template settings, check "Only copy fields that have copy flag checked".

6. Click the create copy button and a new project is created, using the template selected

  • A new project is created and the fields values from the original project are copied into the new project
  • If a different template is selected, fields with field keys that match the original will be copied.
  • Photos will be copied if the "Copy photos to the new project" box was checked
  • User is taken to the project page for the new project

7.  How to copy a project with dynamic items.

Have additional questions?  Please contact us at support@fotonotes.com and we'd be happy to answer them.

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