In this article you will learn:
1. What is the copy to clipboard function?
Easily copy all relevant information regarding your projects, milestone, tasks, and checklist items to your clipboard. You can do this for single items and in bulk action.
In List view, select the projects, milestones, tasks, and checklist items you need information from
Click the Copy Information icon in the bottom bar menu
Check off the specific information you want extracted from your selected items and click Copy
Right click and select “Paste” or use CTRL + V to paste information wherever you need
Note: Information from summary tasks cannot be copied, only from milestones, tasks, and checklist items.
2. Which information can be copied?
You can copy the following information from task / milestone / checklist item:
Title
Project title
Name of responsible
Email address of responsible
Status
Description
Link to focus card
Task ID
You can copy the following information for projects:
Title
Name of responsible
Email address of responsible
Status
Time status
Due Date
Link to project
3. How do I create a meeting agenda with this feature?
This function is ideal for creating a meeting agenda in your mailing program:
Search for all items you want to include in the agenda
Select the items and click Copy information
Deselect the information you don’t need and copy the information
Paste them in your invitation in the mailing program
Go back to Allex and use the function again. Select only the Email address of responsible
Paste email address into the Add Recipient field to invite all responsibles
