How to Copy and Delete a Workitem - Nimble Knowledge Base

In this article, we will help you to understand how to copy and delete a workitem.

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Overview

You can create a copy of the workitem, where the details of the workitem are copied along with the attachments except the linked cards. If a workitem is no longer needed then you can also delete the workitem.

Steps to Copy a Workitem

To create a copy of a workitem,

Select the workitem and in the Detail view, click the Copy icon. The workitem opens in the Create mode where you can update the desired attributes of the workitem.
Click Save.
When a workitem is copied, all the visible and editable fields of the detail view, ToDos, and attachments are copied to the new workitem.

Steps to Delete Workitems

To delete a workitem,

Select corresponding checkboxes for the required item.
Click the Delete icon on the toolbar.
In the Confirmation window, click OK to confirm and proceed. The item will no longer be available and will not appear on the list.

To delete the instance of a Workitem, ensure that the time entered against it is removed.
You cannot delete an item if it is being used in any of the projects in the current organization.
When a sub-organization is created, then all the standard Forms, as well as the items, are copied to the sub-organization from the parent organization. In such a case, the item in the sub-organization can be deleted even if it is used in the parent organization.

You can also delete a workitem from the Detail view of the workitem. Select the item in the List view and the Detail view, and click the Delete icon.

To delete multiple workitems, select the checkboxes for the required workitems in the List view and click the Delete icon from More Options.

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