This article outlines how to copy an existing pre-set task list in your system to quickly create a new pre-set task list that has similar deadlines.

Copy an existing pre-set task list

You can quickly add new pre-set tasks by copying pre-set task lists already in your system that have similar deadlines.

Note: Users require certain permissions to be able to view/create new pre-set task lists.

To use this option:

1. Click System tab > Pre-set Task Lists
   

   
   

2. Click on the name of the pre-set task list that you want to copy. For this example, we want to copy the task list for CN Patent Renewals.
   

3. You'll be taken to the Pre-set Tasks - edit screen

4. Click Copy pre-set in the left-hand menu
   

5. This opens the Pre-set Tasks - Copy page. On the left-hand side you'll see the pre-set you want to copy. 

6. Edit the fields on the right-hand side so they contain the right information for your copied pre-set

7. Click Copy
   

8. You'll be able to see your newly copied pre-set on the Pre-set Tasks page. A notification at the bottom right of the page will tell you when the pre-sets have been successfully copied. You can now add this pre-set to new cases.
   

The pre-set will be available to add to new cases as soon as it has been saved in the system.

Information that's not copied to a new pre-set

When copying a pre-set, components and custom dates are not copied to the new pre-set as these are usually specific to individual pre-sets. 

Components and custom dates have to be set up within the new pre-set.

For more information on editing the tasks within a pre-set, see Edit A Pre-set.