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Items from templates to my list

Happy labor day weekend, I have some templates from others that I would like to use the items and move them to my list, I have tried copy and paste , nothing happens.. Is there another way?

Hi Marc, Happy Labor Day weekend to you, there should be no issue with the copy and paste, but you do need to have a project open in both workspaces to copy and then paste. Let me know if that works please, otherwise I can send over an invite to a zoom mtg

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happy Labor Day weekend

Copy and paste works for me. I But I would love to have the following.


  1. template panel on the report sheet and drag items in.
  2. a way to drag templates on the take off tab.

Hi Doug, now you are getting greedy and on labor day LOL!

I love that idea and it would make a great feature request, that I do not think I have seen yet.

You should put that in there, I would be it would get a lot of attention and upvotes!

Thanks

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🤣 I’ll post it thanks.

Thank you for helping me on labor day weekend, I didnt expect to get anyone to answer. This is how I relax by doing takeoffs....

My wife says my communication skills are lacking, I haver created a template with claude, it created a beautiful template for me, I would like to pull the items out of the template and place it in my "list" for future templates.. the item from the template will not paste after I copy from template assembly

Hey Marc! Right now, we don't allow pasting Item Templates into Lists (only pasting between lists is supported). I'll mention this to the team.


As a side note - if you created the items with Claude using the MCP, you can have it re-create the items in your list. Note: lists do not support child items, which is one of the reasons why pasting Item Templates into Lists is disabled.

Hey Doug, chat in on the support line when you have a chance, I may have a tool that can help extract your items.

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