Clipboard Features in Project Insight

Did you know you could not only use Project Insight clipboard to move multiple items around PI, but you can also download or email multiple items from your clipboard? You can see here and our Copy/Paste article to read more. 

Add Items to your Clipboard

• Select ‘Add to clipboard’ from your ‘Tools’ menu. From a high level folder view, this option will add the folder and its contents to your clipboard. To add a single task or item, drill down to that item by clicking its blue hyperlink

• Right click on a single item and select ‘Add to clipboard’ from the right click menu (Option, left-click for MAC users). Continue to add multiple items to build your clipboard list

To view the items on your clipboard, right-click at any time and hover over ‘View clipboard’ to show what's been added or clear the clipboard

Click 'View Clipboard' from either the right-click menu or the tools menu

This opens up the clipboard layer to cut, copy, email and download multiple files

Pasting Items from your Clipboard

Navigate to the desired location in Project Insight, then right-click and ‘View Clipboard’, then select the item(s) to take further action

Here are your options:

1.   ’Cut and paste’ moves your selected item(s) from the clipboard to the new location
2.   ’Paste’ copies the selected item(s) from the clipboard to the new location
3.   ‘Email’ creates an email message with links to the selected item(s) from the clipboard
4.   ’Download’ compresses your selected item(s) into a single zip file for easier download from the clipboard
5.   ‘Clear’ removes the selected item(s) from the clipboard
6. This option clears the selected item(s) immediately after the desired action 

Rules for Copied Items

When copying an item, sub-items are copied too. For example, copying a folder with three uploaded files will paste a copy of that folder containing three new copies of the files

Time entries and comments WILL NOT be duplicated