Tip #257 - How To Copy Tasks To A Different Case

Many firms open individual files for each case, even for related cases. As such, you may occasionally want to copy an item from one related case to another. There are several items you can easily copy from one case to another including Tasks. You can use the “right-click” functionality to do this.

Here’s How:

1. Locate the task you want to copy. You can perform the function either from the case’s main Summary Screen or on the “Task” page of the case.

2. “Right-Click” on the task you want to copy and choose “Copy To Another Case” from the menu

3. Select the “Copy to a Different Case” radio button, then choose the case from the drop-down list or click the radio button for “Copy to Related/Other Case(s)”, as appropriate.