Cutting, copying and pasting tasks and branches

Using cut and paste, and copy and paste, you can move as well as duplicate tasks and branches within a given process as well as between different processes and subprocesses.

To cut and paste tasks or branches:

  1. In PlanetPress Workflow Process area, select the task or branch you want to cut and paste.
  2. From the Home tab in the Ribbon, choose Cut (or right-click and select Cut from the drop-down menu). When you cut a Task or Branch, it disappears from the Process Area but is kept in your clipboard until it is pasted somewhere else.
  3. To paste the task or branch to a different process, select that process.
  4. Select the task or branch crossing above which you want the task or branch to be pasted.
  5. From the Home tab in the Ribbon, choose Paste (or right-click and select Paste from the drop-down menu).

To copy and paste tasks or branches:

  1. In PlanetPress Workflow Process area, select the task or branch you want to copy and paste.
  2. From the Home tab in the Ribbon, choose Copy (or right-click and select Copy from the drop-down menu).
  3. To paste the task or branch to a different process, select that process.
  4. Select the task or branch crossing above which you want the task or branch to be pasted.
  5. From the Home tab in the Ribbon, choose Paste (or right-click and select Paste from the drop-down menu).

A few notes:

  • When you cut an Input or Output task, it is replaced with an Unknown Task, that you will need to replace with another task for the process to be functional.
  • If you cut one task or branch, then cut another one, the first one is lost and replaced by the second. Remember however that you can always undo the command to retrieve it (see Undo a Command).
  • Tasks and branches will always appear on top of (in other words, before) the task or branch where you paste it. The only exceptions are Input and Output tasks which can only be pasted on top of an Unknown Task.

Copying the Properties of a task or branch

Instead of pasting the actual task or branch, you can simply paste the properties of the task or branch. To do this:

  1. Copy or Cut a task or branch of which you want to have the properties.
  2. Select the task or branch where you want to paste the properties
  3. From the Home tab in the Ribbon, choose Paste Properties (or right-click and select Paste Properties from the drop-down menu).

You can only paste the properties of an Input task on the initial Input task of your process.
Similarly you can only paste the properties of an Output task on another Output task.
Also, you cannot paste the properties of a task on a branch and vice versa.

Copying the On Error Properties of a task or branch

Instead of pasting all properties, you can paste only the properties of the On Error tab of any task or branch on another one:

  1. Copy or cut a task or branch from which you want the On Error properties.
  2. Select the task or branch where you want to paste the On Error properties.
  3. From the Home tab in the Ribbon, choose Paste On Error (or right-click and select Paste On Error from the drop-down menu).