New Feature: Exclude Documents When Copying Tasks

John Reeve | March 2nd, 2021 | , ,

We’ve recently launched several new improvements to round out our time tracking and task management features. In this post we highlight the ability to exclude documents when copying tasks.

The ability to copy a task is a powerful feature for those who do repetitive work based on a task template. However, copying a task has always required that the documents are also copied. Now you have the option to exclude documents when making a copy of a task.

This is useful for those times when a new task is being copied from a task with a lot of history on it, because it gives you a clean start. This new improvement is also laying some of the groundwork for our upcoming recurring tasks feature, which will give you the ability to customize and automate the task copying process.

Exclude documents when copying a task

To use this feature, simply copy a task. You will see the new checkbox just above the save button.

→ Check out our help article for more information on using this feature.

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Intervals is online time, task and project management software built by and for web designers, developers and creatives.
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John Reeve
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John Reeve

John is a co-founder, web designer and developer at Pelago. His blog posts are inspired by everyday encounters with designers, developers, creatives and small businesses in general. John is an avid reader and road cyclist.
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Jennifer Payne
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Jennifer Payne

Jennifer is the Director of Quality and Efficiency at Pelago. Her blog posts are based largely on her experience working with teams to improve harmony and productivity. Jennifer is a cat person.
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Michael Payne
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Michael Payne

Michael is a co-founder and product architect at Pelago. His contributions stem from experiences managing the development process behind web sites and web-based applications such as Intervals. Michael drives a 1990 Volkswagen Carat with a rebuilt 2.4 liter engine from GoWesty.
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