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Copying Activities

How to copy an existing Activity and its Tasks into the same or a different Study to save setup time.

In addition to adding Activities normally, you can save a lot of time by copying an Activity (and all its composite Tasks) in a single step. You can even copy Activities across Studies on the same site.

📌 Note: Any Analyst, or a Moderator assigned to the Study, can copy Activities.

  1. In the Activities tab of your Study, locate the Activity you want to copy, open its drop-down menu and select Copy.

    Image how to copy an activity using the drop-down menu on an activity card

  2. In the confirmation dialog, optionally check Include start date, due date and archive date, then press Copy.

  3. In the same or a different Study, select the Add or Paste Activity card, then choose Paste Activity (this can be repeated several times).

    Image showing how to paste an activity that has been copied

  4. Define a new Activity name and confirm all configuration options (e.g., Activity dates and visibility settings).

📌 Note: Copied Activities are not linked together, which permits them to be modified without impacting each other or the original.

🗣️ Still have questions or want to leave feedback on how we can do better? Contact us at helpdesk@recollective.com.

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