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Getting Started
Duplicating and linking items
Copy an item in one click or grab a direct link to share.
Duplicating and linking items
Duplicate
Right-click a task or a document to open its context menu and choose Duplicate. The copy is named "Copy of ..." and starts fresh, with no archive or completion state.
You can also duplicate:
- SIEM detection rules, from the copy icon on a custom rule (copies start disabled so a duplicated alert cannot double-fire until you review it).
- Recurring transactions, from the Duplicate action on a row in Recurring Commitments.
Copy link
The same right-click menu on tasks and documents has Copy link, which puts a direct URL to the item on your clipboard. Anyone in the workspace with access to that module can open it.