Copying and moving tasks between projects

Easily copy and move tasks across projects and sections in Workly.

Copy a task

1. Open the task or right-click it
2. Select Copy from the actions menu
3. Choose the destination project and section
4. Click Copy

Copying creates a new task with the same title, description, and details. The original task remains unchanged.

Move a task

1. Open the task or right-click it
2. Select Move from the actions menu
3. Choose the destination project and section
4. Click Move

Moving transfers the task to the new location. It no longer appears in the original project.

Move between sections

To move a task to a different section within the same project, you can:

• Drag and drop the task to the new section
• Use the Move action from the task menu

Send task in message

Share a task with your team by sending it as a chat message:

1. Open the task actions menu
2. Select Send in Message
3. Choose the conversation or channel
4. The task is shared as a clickable link

Select and copy text

You can select and copy task names, descriptions, and other text content directly — just highlight the text and use your standard copy shortcut.

Frequently asked questions