Brightpod allows you to create an exact copy of a Pod (milestones, task lists, tasks (including any task types you set,) and invited team members) using Workflows. Learn more about workflows.

To duplicate a Pod:

1. Select the orange pod and click Workflows.

workflows-select

2. On the right hand side, click the button Create Workflow from Existing Pod.

workflow-createfromexisting
3. Select the Pod name that has the workflow you want to save and enter a name for the workflow.
new-custom-workflow

The next time you add a new pod, or view Workflows, you can select this modified workflow from the bottom of the page under Your Custom Workflows.

your-custom-workflows

To change the details of the Pod, such as due date and budgeted time,

1. Go to Pods.

2. Click the gear icon and select Settings.

pod-settings

 

Here, you will be able to edit all of the details of the Pod.

Watch how to create your own workflow from an existing pod