Create new work items by copying existing work items

Learn about the creating new work items by copying existing work items. When you add a new work item, to save time, you can use the Copy Work Item action to copy an existing work item to use as a template for a new work item.

less than a minute

To copy an existing work item to a new work item

Choose the 🔎 icon, enter Work Items, and then choose the related link.
Select the work item that you want to copy to.
Choose the Copy Work Item action.
Select the work item you want to copy from and choose OK button.
The system will then populate the target work item and checklist lines with the same values as the origin.
Note
When using the Copy Work Item action, Progress and Bucket Code fields are never copied. The target work item fields with existing values are not copied from the origin work item and the target checklist lines are recreated based on the origin checklist lines.
Fill in or adjust the fields of work item and its checklist as necessary if some fields are not populated in the origin work item or if their values are not applicable to this work item or its checklist.

Note

In case that origin work item is series master work item, as dates on the target work item might not be set correctly, the recurrences will not be created on the target work item until you choose the Calculate Recurrences action.