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Copy an activity as an action

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17 Jan 2024 16:00 #1 by brasal
Hi, it would be nice to be able to copy an Activity as an Action. My use case is that my plannings are detailed to a certain point, then I make use of actions to further details and follow-up them in a Kanban. But many times I would like to follow-up in the same Kanban some simple Activities. As Kanban cannot mix Activities and Actions, being able to copy an Activity as an Action with a link prepositionned would fit my need. At present time as a workaround, I create an Action each time and copy/paste the data.

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22 Jan 2024 15:02 #2 by babynus
This feature already exists.

Babynus
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22 Jan 2024 15:45 #3 by brasal
Hi, from the Activity view, I miised it, sorry . Moreover, it would be nice to have it available from the planning view.

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22 Jan 2024 15:54 #4 by babynus
It is also possible if you open detail in planning view.
Copy an activity into an action works fine.

It seems that copy with right click contextual menu does not work when you change the class of copied item.
In fact, this menu was designed to work on the WBS of the Project, so copy an activity into another activity.
We'll have a look to improve this copy mode.

Babynus
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01 Jun 2024 17:11 #5 by sharky
Hello,
I'm not sure if this is the same idea, but I'm looking for a solution to copy information from one activity to another. Sorry if I'm polluting the topic with my message.
In my scenario, I imported activities in bulk via a CSV file. I modify an activity (manager, participants, days, dates, etc.) and I would like to be able to copy this information from one activity to another.
I saw the copy function, but it duplicates the activity instead of copying the content elements. Or maybe I don't know how to use this function properly.
Thank you.

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02 Jun 2024 01:21 #6 by babynus
What you try and do is not a copy, it is a synchronisation between 2 existing items.
This feature does not exist.
What you can do, if you have several activities is to use the multiple update mode

Babynus
Administrator of ProjeQtOr web site
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