Copy to Space

The Copy to Space wizard duplicates a project from your current Space into another Space, including its tasks, subtasks, goals, milestones, custom field definitions and values, project notes, metrics history, view preferences, and (for isolated-CRM projects) all CRM data. PrimeTask handles status and priority remapping when the destination Space uses different configurations, so a project from a Scrum-flavoured Space can land cleanly in a GTD-flavoured Space.

The wizard is copy only - your original project is never touched. After a successful copy, you can keep both copies, archive the original, or delete it manually.

Copy to Space does not move the original

The source project stays in place. Use archive or delete separately only after you confirm the copied project is correct.

Only need to copy a few tasks instead?

If you want to copy individual tasks rather than a whole project, see Copy Task to Space. It runs from the right-click menu in the task list and creates a lightweight skeleton copy of one task (or a small selection) in another Space.

What you can do

Copy a project to any other Space

in your installation

Choose what to include

Notes and View Preferences are toggleable (default on); the rest is automatic

Auto-map statuses and priorities

between Spaces with different configurations (by name → category → fallback)

Manually override

any auto-mapping before confirming

Skip the mapping step

automatically when the source and target Spaces have identical configurations

See real-time progress

with stage-by-stage updates as the copy runs

Switch to the target Space

with one click after the copy completes

Verify safely

the original is never deleted, and verification runs before declaring success

When to use Copy to Space

Move work between contexts - copy a personal-Space project into a work-Space (or vice versa)
Share a template - duplicate a structured project into another Space and adapt it
Separate sensitive work - copy a client project from a shared Space into a private one
Archive long-running work - copy a finished project to an archive Space, then delete the original

For a temporary hide-without-moving option, see Archive Projects.

How to start the wizard

Step 1

Open the Projects page (click Projects in the sidebar)

Step 2

Find the project you want to copy

Step 3

Click the actions menu on the project card

Step 4

Choose Copy to Space…

The wizard appears as a modal. The Copy to Space option only shows up when you have two or more Spaces - there's nowhere to copy to with a single Space.

Check the destination Space first

Make sure the target Space has the statuses, priorities, and members you expect before copying important project work.

The 4-step wizard

Step 1 - Select Destination

Pick the target Space from a list of all your Spaces (the source Space is excluded). Each Space shows its name, colour, and description so you can pick the right one. Click your choice, then Next.

Step 2 - Review What Will Copy

PrimeTask scans your project and shows the counts of every item that will be copied:

Tasks (including subtasks)
CRM tasks
Isolated CRM contacts, companies, activities (when the project has isolated CRM)
Notes (toggleable - see below)
Goals and Milestones
Custom field definitions that will be added to the target Space
Metrics snapshots
View preferences (toggleable - see below)

Two optional toggles:

Project Notes - copy notes with their mentions, attachments, and embeds (default on)
View Preferences - copy your filter, sort, and view-mode preferences (default on)

The review step also shows warnings about items that won't be copied - see What gets copied vs what doesn't below.

Step 3 - Status & Priority Mapping

If the source and target Spaces have different status or priority configurations, this step shows you how each source value will map to the target. PrimeTask auto-maps in three tiers:

By name

exact match (case-insensitive). If the source has "In Progress" and the target has "In Progress", they map directly.

By workflow category

if no name match, find a status with the same category (Not Started, Active, Complete, Closed). PrimeTask uses a built-in dictionary of common synonyms ("Done", "Completed", "Shipped" all map to Complete).

Fallback to the default

if nothing matches, the target Space's default status (or priority) is used.

You can manually override any mapping with the dropdowns. Pick from any status or priority defined in the target Space. Your overrides apply to every task in the copy.

If the source and target Spaces have identical configurations, this step is skipped automatically.

Review mappings before copying

Status and priority mapping affects every copied task, so adjust anything that should land differently in the destination Space.

Step 4 - Confirm & Copy

A final summary screen shows what will be copied - project name, source and target Spaces, item counts, and a callout reminding you that this is a safe copy and your original stays untouched. Click Copy Project to start.

Real-time progress

Once you confirm, the wizard shows a progress bar with stage updates as each part of the project is copied - building mappings, reading project data, copying tasks, copying CRM data, copying notes, copying metrics, verifying. You can watch it work; the modal stays open until verification completes.

When the copy succeeds, you see a success screen with the count of every item copied and a Switch to [Target Space] button to jump straight into the new Space.

What gets copied vs what doesn't

Always copied (automatic)

Tasks with subtasks (recursively), checklists, descriptions, attachments, due dates, custom field values
Goals and Milestones (with all their progress data and links)
Custom field definitions - merged into the target Space (no duplicates)
Custom field values on tasks
Metrics snapshots - full history preserved
CRM tasks - both regular and isolated CRM tasks (with status/priority mapping)
Isolated CRM data - for isolated-CRM projects, all project-scoped contacts, companies, activities

Optional (you toggle)

Project Notes - including mentions, attachments, embeds (default on)
View Preferences - filters, sort, view mode (default on)

Not copied - by design

Item	Why
Shared CRM contacts and companies	They live at the Space level. Duplicating them could create conflicts where multiple Spaces reference the same record. The wizard warns you which shared entities are linked.
Activities on shared contacts/companies	They're attached to the shared records, not the project.
Project team members	Team membership is per-Space - Space members differ between Spaces
PrimeFlow canvases referencing the project	They're independent of project storage
Kanban board configurations	Tied to the source Space's status configuration
Attachment files (`pt-attachment://` URIs)	The references remain accessible from the source Space's storage; files aren't duplicated

The wizard shows warnings for these items in Step 2 so you know what's deferred.

Some linked data is not duplicated

Shared CRM records, Space-specific team membership, and some external references remain connected to their original context.

Status and priority remapping

Auto-mapping uses a built-in synonyms dictionary so common statuses and priorities map cleanly even with different naming conventions:

Status dictionary

"To Do", "Todo", "Backlog", "Open", "New" → Not Started category
"In Progress", "Doing", "Active", "Started" → Active category
"In Review", "Review", "Testing", "QA" → Active category
"Done", "Completed", "Complete", "Closed", "Resolved", "Shipped" → Complete category
"Cancelled", "Won't Do", "Won't Fix", "Duplicate" → Closed category

Priority dictionary

"Low", "Lowest", "Minor", "Trivial" → Low
"Medium", "Normal", "Default" → Medium
"High", "Major", "Important" → High
"Urgent", "Critical", "Blocker", "Highest" → Urgent
Numeric priorities ("P1"–"P5", "1"–"5") are also recognised

For the full status and priority system, see Custom Statuses & Priorities and Category Management Settings.

CRM mode handling

The CRM data behaviour depends on the source project's CRM mode:

Isolated CRM

The project's private CRM data - contacts, companies, activities, CRM tasks - all copies into the target project's isolated storage. The target project ends up with a complete copy of the CRM data, fully isolated in the new Space.

Shared CRM

Only CRM tasks copy (with status/priority mapping). Shared contacts and companies stay in the source Space - the wizard warns you which shared contacts and companies are linked to the project so you know what won't follow. To get those entities in the target Space, you'd need to add them to the target Space's CRM separately.

None

Nothing CRM-related to copy. The destination project is created with CRM disabled too.

For CRM modes in depth, see Project Team & CRM.

Things worth knowing

The original is never touched

Copy to Space is non-destructive. Your source project, its tasks, notes, fields - everything - stays exactly as it was. After the copy completes, both projects exist independently. To remove the source, archive or delete it manually.

Verification runs before success

After the copy, PrimeTask verifies that the project exists in the target Space and that the task count matches. If verification fails, you see an error and the source is not deleted (it never would be - copy never deletes the source). Partial data may exist in the target, but the source is safe.

Copies aren't atomic

The copy proceeds stage by stage. If something fails mid-copy, partial data may remain in the target Space (some tasks copied, others not). The wizard reports which stage failed. You can delete the partial copy from the target Space and try again.

The copy uses real-time progress

Progress is reported as the copy runs - Building mappings, Reading data, Copying tasks, etc. - so you always know what's happening.

Custom field definitions merge, not duplicate

When the target Space already has a custom field with the same identifier, the existing field is reused - no duplicate is created. The copy adds only new field definitions.

View preferences are per-user

If you toggle View Preferences on, the copy carries your personal view settings (filters, sort, density). Other Space members will have their own view preferences in the target Space.

Available on every license

Copy to Space is part of the core project management feature set - no Pro requirement.

Common questions

"Can I move a project instead of copying it?"

Not directly. Copy creates a duplicate; the original stays in place. After verifying the copy looks right in the target Space, you can manually archive or delete the source project. See Archive Projects.

"What happens to my shared CRM contacts and companies?"

Shared contacts and companies stay in the source Space. The copied project in the target Space doesn't have references to those shared entities (because they don't exist in the target Space). If you need them, add them to the target Space's CRM and link them to the project.

"My target Space has different statuses. Will my tasks land correctly?"

Yes - PrimeTask auto-maps statuses by name, by workflow category, and finally by falling back to the target Space's default. You can override any mapping in Step 3 of the wizard. Tasks land in the target Space with their statuses correctly mapped.

"Can I copy a project to a Space I haven't created yet?"

No - the target Space must already exist. Create the Space first via the sidebar, then run Copy to Space.

"Does the copied project get a new project ID?"

The copy uses the same project record format. Internally, the copy is treated as a separate project - they don't share state. Editing the source doesn't change the copy, and vice versa.

"Can I copy a project to itself or back into the same Space?"

The wizard excludes the source Space from the destination list, so you can only copy to a different Space. There's no built-in duplicate-within-Space option.

"What if I cancel the wizard mid-copy?"

The wizard tracks unmount and won't update state after closing. The copy operation continues in the background until done - partial data may exist in the target Space if you cancel before completion. Check the target and remove if needed.

"Why don't my project's PrimeFlow canvases come along?"

PrimeFlow canvases are stored independently of projects. Recreate or copy them separately in the target Space. See PrimeFlow Overview for the canvas system.

"What about my project's attachments?"

Attachment files use a URI scheme (pt-attachment://) that references the source Space's storage. The references remain accessible - you can still view attachments from the copied project - but the files themselves aren't duplicated. If you want truly independent attachments, re-upload them in the target.

"How long does a copy take?"

It depends on the project size - number of tasks, notes, attachments, snapshots. Small projects copy in seconds; large projects with thousands of tasks and metrics may take a minute or two. The progress bar shows you exactly where the copy is at any moment.

Where to go next

If you want to…	Read this
Copy individual tasks instead of a whole project	Copy Task to Space
Hide a project without moving it	Archive Projects
Understand Spaces and how they're organised	Spaces Overview
Customise statuses and priorities in the target Space	Custom Statuses & Priorities
Set up CRM in the target Space	Project Team & CRM
Configure custom fields in the target Space	Project Fields Tab
Configure status and priority categories	Category Management Settings
Create a new project from scratch	Creating Projects
Return to the Projects hub	Projects Overview