Copy Task to Space

Copy one or several tasks from your current Space into another Space as a fresh skeleton copy. The source stays untouched.

When you need to lift a single task (or a handful) out of one Space and drop it into another, Copy to Space is the surgical option. It creates a clean, lightweight copy of the task in the destination Space and leaves the original exactly where it was. The destination Space is independent, so the copy uses that Space's own statuses, priorities, and members. Everything that only makes sense in the source Space, like attachments, custom field values, assignees, tags, and CRM links, is left behind.

This is different from copying a whole project across Spaces. For project-scale moves with full content (tasks, notes, custom fields, CRM data, metrics history), use Copy Project to Space instead. Copy Task to Space is for the lighter cases: one task, a small selection, or a quick recovery when something landed in the wrong Space.

The original is never touched.

Copy Task to Space is non-destructive. After a copy completes, both versions exist independently. If you want to remove the original, delete it manually from the source Space.

Different from Copy Project to Space.

Copy Task to Space copies one or more individual tasks as fresh skeletons. To copy a whole project with everything inside it (notes, milestones, goals, custom fields, full CRM data), see Copy Project to Space.

What you can do

Copy a single task

from the right-click menu in the task list

Copy a selection of tasks

in one go by right-clicking any selected task in a multi-selection

Pick a destination Space

from any other Space in your installation

Preview what will and won't carry over

before confirming

See real-time progress

as each task lands in the destination

Keep working uninterrupted

in your current Space, since the copy lands somewhere else

How to copy a task to another Space

From the task list (right-click)

1

Step 1

Open the task list

2

Step 2

Right-click any task you want to copy

3

Step 3

Choose Copy to Space…

4

Step 4

In the modal, pick the destination Space from the dropdown

5

Step 5

Review Will be copied and Will not be copied

6

Step 6

Tick the consent checkbox to confirm you understand the trade-off

7

Step 7

Click Copy to {Space name}

Copying several tasks at once

1

Step 1

Multi-select the tasks you want to copy (use checkboxes, Shift+Click, or Cmd/Ctrl+Click)

2

Step 2

Right-click any task that is part of the selection

3

Step 3

Choose Copy to Space…

4

Step 4

The modal opens with the full selection and aggregated counts for what will and won't be copied

5

Step 5

Pick the destination, confirm consent, and click Copy to {Space name}

If the task you right-click is not part of the current selection, the action applies to that single task only, not the selection.

For more on multi-select itself, see Task Bulk Actions.

Maximum 100 tasks per copy.

Copy Task to Space accepts up to 100 tasks in a single operation. For bigger batches, use Settings → Data Management → Export / Import instead. See Data Management.

What gets copied

Each task in the copy carries:

  • Title and description
  • Start date, due date, and duration
  • Status, automatically mapped to the destination Space's equivalent (see below)
  • Priority, automatically mapped to the destination Space's equivalent (see below)
  • Checklist items
  • Subtasks, recursively, each with the same skeleton treatment
  • CRM task status, when copying a CRM task: the copy remains a CRM task in the destination Space and doesn't get demoted to a regular task

What doesn't get copied

The following stay with the source task and are not duplicated in the destination:

  • Attachments
  • Custom field values
  • Tags
  • Assignees and team members
  • Comments
  • Time tracking entries
  • Task dependencies
  • Recurrence rules
  • The original project link (copied tasks land at the destination Space's task list, not inside a project)
  • Milestone link
  • CRM contact and company links (the copy remains a CRM task, but its contact and company links don't follow)
  • Calendar sync and Reminder sync settings
  • Cover image or cover colour

The modal shows you the exact counts for everything in this list before you confirm, so you know what you're trading away.

A copy is a skeleton, not a clone.

If the task carries rich data (attachments, custom fields, assignees, CRM links), that data stays with the original. The copy in the destination Space starts clean and you can rebuild whatever you need there. If you need a full clone, do it in the original Space with Duplicate instead.

Status and priority remapping

Each Space owns its own statuses and priorities. When you copy a task across, PrimeTask maps the source task's status and priority to the destination Space's equivalents automatically.

The mapping looks for the closest fit using:

1

Step 1

The same identifier, if both Spaces happen to share it

2

Step 2

A matching name (case-insensitive)

3

Step 3

A matching category (Not Started, Active, Complete, Closed for statuses)

4

Step 4

The destination Space's default if nothing else fits

For example, a task with status "Done" in the source Space lands with a Complete-category status in the destination, even if the destination doesn't have a status literally called "Done". A task with priority "High" maps to whatever the destination calls high. If you've heavily customised statuses or priorities in either Space, glance at the destination's configuration before copying so you know what to expect.

For the full status and priority system, see Custom Statuses & Priorities and Category Management Settings.

CRM tasks

When you copy a CRM task, the copy stays a CRM task in the destination rather than becoming a regular task. That means it lands in the destination Space's CRM and appears in CRM views there. What doesn't follow:

  • Contact and company links don't follow. Those records live in the source Space's CRM. The destination Space has its own contacts and companies, so attach the relevant ones from the destination's CRM after the copy.
  • The CRM project link doesn't follow. The copy lands as a shared CRM task in the destination, not inside any project.

If the destination Space has CRM hidden, the modal warns you. The copy still goes through and the CRM task lands correctly, but you won't see it in the destination's CRM views until you re-enable CRM for that Space in Settings → CRM.

For more on CRM task behaviour, see CRM Tasks.

For ongoing sync between Spaces, use SpaceCare.

Copy Task to Space is for one-shot copies. If you want two Spaces to share tasks (or other data) on an ongoing basis, set up Space Sharing instead. See Space Sharing Between Spaces.

Things worth knowing

The original task is never touched

The copy is one-directional. Nothing in the source Space changes when you copy. You can keep the original, delete it, or edit it independently of the copy.

Destination must be a different Space

You can only copy to a different Space. The destination picker excludes the Space you're currently in. If you only have one Space, the action isn't shown.

Auto-mapped fields use the destination's defaults if nothing matches

If your source task's status or priority has no clear equivalent in the destination, PrimeTask uses the destination's default to make sure the copy is in a sensible state. Adjust it manually after if needed.

Re-copying creates a fresh duplicate

Each copy is treated as an independent action. Copying the same task twice creates two separate copies in the destination. The destination doesn't try to detect or merge duplicates because it can't know which ones were intentional.

The selection clears after a successful copy

Once the copy finishes, your multi-selection in the source Space is cleared. This is intentional, so the next action you take isn't accidentally applied to the same batch.

CRM links are about the source Space's CRM

Even for a CRM task, the contact and company links point at CRM records that live in the source Space. Those records aren't carried across because the destination Space has its own separate CRM. Attach destination-Space contacts and companies after the copy if you need them.

Common questions

"Does the source task get deleted?"

No. Copy Task to Space is non-destructive. The source task stays exactly as it was. If you want to remove the original, delete it manually from the source Space after you've confirmed the copy is correct.

"Can I copy a whole project this way?"

No, this action is task-level only. To duplicate an entire project (with its tasks, notes, milestones, goals, custom fields, and CRM data), use Copy Project to Space from the project's actions menu instead. See Copy Project to Space.

"What happens to my CRM task's contacts and company?"

They stay with the original task. The destination Space has its own CRM with its own contacts and companies, so the source's CRM links don't carry across. The copy lands as a CRM task in the destination's CRM, and you can attach destination-Space contacts and companies to it afterwards.

"Why is there a 100-task limit?"

Copy Task to Space is built for surgical copies. Single tasks, small batches, or quick recoveries. Larger movements (hundreds or thousands of tasks) belong in Settings → Data Management → Export / Import, which is designed for batch transfers and gives you finer control over what comes across. See Data Management.

"Can I undo a copy?"

There's no built-in undo button, because the copy doesn't touch your source data. If you want to reverse it, delete the copy from the destination Space. Source tasks are always safe.

"Why does the copy land at the destination Space's root and not inside the original project?"

Projects belong to Spaces. The original project doesn't exist in the destination, so the copy lands as a free-standing task. Move it into a destination-Space project manually if you want it grouped.

"Can I copy a task into a Space I share with someone else?"

Yes. The destination picker shows every Space you have access to, including any collaborative Spaces. The copied task lands in that Space's task list and will be visible to other members through the Space's normal sync.

"Will my copy be visible across my other devices?"

Yes, as long as the destination Space syncs to those devices. The copy follows the destination Space's sync configuration, not the source's. See Sync Modes Overview.

Where to go next

If you want to…Read this
Copy a whole project, not just tasksCopy Project to Space
Mass-edit tasks before copyingTask Bulk Actions
Manage the Spaces in your installationSpaces Overview
Share data between Spaces on an ongoing basisSpace Sharing Between Spaces
Run a larger batch transferData Management
Adjust the destination Space's statuses and prioritiesCustom Statuses & Priorities
Set up a new destination SpaceCreating and Managing Spaces

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