duplicate task when family can't come together for a single appointment Print

Created by: Office Office

Modified on: Wed, 1 May, 2024 at 10:46 AM

Problem

husband and wife wanted to come in to see teresa separately.

We had only 1 green xero job and 1 clickup job

solution:

we duplicate clickup task
- keep job number but rename the task to include the words DUPLICATE or ORIGINAL
- consider NOT COPYING everything and instead add a note to say "refer to ORIGINAL TASK [link]"

Example:

https://app.clickup.com/t/86cux8vq1 J016821 original - ITR23 TIMOTHY only

comment: Shelly duplicated clickup task for wife here: J016821 - ITR23 TENEALE ONLYthis task will now be for husband only

https://app.clickup.com/t/86cv8ukku J016821 (duplicate)- ITR23 TENEALE only

comment: see original task here J016821 original - ITR23 TIMOTHY only

O

Office is the author of this solution article.

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