This feature allows you to duplicate activities in SenseData, either individually or in bulk. The copy retains all the information from the original record, saving time when creating records and allowing you to reuse existing configurations.

1. Select the desired item or select multiple activities.

2. Click the Duplicate option.

3. The system will immediately create a copy below the original record, adding the suffix (copy) to its name.

Depending on the task sorting order, the copy may appear at the bottom of the list. The newly created row is highlighted in blue for approximately 2 to 3 seconds. The page does not reload, and all previously applied filters remain active. The action creates a new, independent record. The original item remains unchanged.

Before You Begin

Before using this feature, make sure you meet the following requirements:

Have the necessary access permissions:

1. Access to the Activities screens.

2. Access to Activity Types in SenseData.

3. Permission to create activities.

Carefully review the list of items before performing bulk duplication actions.

Where to Find It

The duplication option is available in the following areas of the platform:

• Activity List: The Duplicate button is available on each individual activity row, as well as in the header for bulk duplication after selecting multiple items.

• Activity Types: The Duplicate button is displayed next to the record's action buttons.

• Playbooks: The Duplicate button is displayed directly on the activities within a Playbook.

Step-by-Step Guide

Duplicating an Individual Activity

1. In the activity list, locate the item you want to duplicate.

2. Click the Duplicate button.

3. Notice the newly created row, highlighted in blue directly below the original item.

Duplicating Activities in Bulk

1. Select the checkboxes next to the activities you want to copy.

2. In the header action menu, click Duplicate.

3. Wait for the system to process the request and create the copies.

Duplicating an Activity Within a Playbook

1. Open the desired Playbook.

2. Locate the activity you want to duplicate.

3. Click Duplicate.

Viewing Contact Data When Creating or Editing an Activity

In the activity creation or editing modal, when you select a contact, the system displays the consolidated data from the 360 View. This allows you to review and validate the information before confirming the association with the activity.

Creating a Duplicate in Table View

You can also duplicate tasks in Table View.

1. Switch to Table view.

2. Select the task you want to duplicate.

   1. Click the checkbox next to the task title.

3. A Duplicate button will appear in the header above the table. Click it.