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Copy & Start - Web Dashboard

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NAVIGATION

Mission Builder

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CONTENTS

What is Copy & Start?

Enable Copy & Start

Enable Copy & Start on a Mission

Enable Copy & Start in bulk

What is Copy & Start? 

Copy & Start allows mobile app users to copy a previously submitted Mission response, starting a new response with the same answers as the original response. This can save a user time on lengthy subMissions, especially if most of their responses remain the same between place visits. This functionality excludes photo and signature task responses.

Admins control whether or not a Mission allows for Copy & Start responses. 

Enable Copy & Start

An admin can enable Copy & Start in company settings. 

  1. Navigate to Settings in the menu located under the logged-in user’s email.
  2. Click the toggle for the Copy & Start Mission Responses setting.

To turn this setting off, simply click the toggle again and the option will be removed from all Missions. 

Enable Copy & Start on a Mission

Once the company setting is turned on, Missions need to be configured for Copy & Start on an individual basis. This can be done by any web dashboard user. In the Mission builder, navigate to Settings and click Enable Copy & Start Mission Responses.

Enable Copy & Start in bulk

Missions can be enabled for Copy & Start in bulk within the Missions list. Select the Missions you wish to enable and click Copy & Start at the top of the folder. This provides the option to Allow or Remove the functionality from the selected Missions. 

Read more about the mobile user’s experience with Copy & Start here.

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