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Copy Pin/Move to another Plan

Updated over 3 weeks ago

Copy Pin

  1. Open the Pin you want to Copy.

  2. Click on the ... in the Pin view.

  3. Select Copy Pin.

  4. A crosshair will appear, allowing you to place the Pin on the Plan. Move the Plan until the Pin is at the desired location.

  5. Confirm by Clicking on the check mark, or cancel by Clicking on the X.

Copy Pin

NOTE: Pin Title, Category, and fields are copied. However, Media and Notices are not included in the new Pin. The copied Pin and its tasks always maintain an "open" Status, regardless of the Status of the original Pin and its tasks.

Copying a Pin is a feature available to users with roles that allow Pin creation. This option is available in the Web app and iPhone app. On the iPad, use Pin Templates instead. The feature is currently not available in the Android app.

Move Pin to another Plan

  1. Open the Pin you want to Move.

  2. Click on the ... icon in the Pin view.

  3. Select Move to another Plan.

  4. Choose a Plan from the List.

  5. The selected Plan will open, and a crosshair will appear for you to position the Pin. Adjust the Plan until the Pin is at the desired location.

  6. Confirm by Clicking on the check mark, or cancel the process by Clicking on the X.

The option to Move a Pin to another Plan is only visible to users with an administrator role and the Creator of the Pin.

Move Pin

The feature to Move Pins to another Plan is currently available on the Web app, iPhone app, and iPad app. The feature is not yet available for our Android app.

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