How to duplicate notes in Planner?

Save time and stay organized with ContentStudio’s Duplicate Notes feature. Whether you're reusing a note for recurring campaigns or replicating similar tasks, this feature helps you duplicate any note in just a few clicks, with all details pre-filled and editable.

Lets get in!

Go to the Publisher -> Planner.

Locate an existing note in Calendar View, List View, or Compact List View. Hover over or click on the note to open the options menu. Click the Duplicate icon (📄) shown alongside Edit and Delete.

Once the Duplicate icon is clicked, a Duplicate Note pop-up will appear. The following fields will be auto-filled with information from the original note:

Title
Description
Start Date and End Date
Visibility (who can see the note)
Color

You can update any of the above fields to fit your new requirement. Click Add Note at the bottom of the pop-up.

Your new note will be saved and visible on the calendar according to the selected date range.

🧠

Best Practices

Use duplication to standardize notes for campaigns or internal processes.
Adjust colors and titles to avoid confusion between original and duplicate notes.
Always review the date range to ensure notes appear in the intended time frame.

FAQs

Q1. Will the duplicated note have the same visibility settings?

Yes. By default, the duplicate note inherits the original note’s visibility. However, you can change it before saving.

Q2. Can I duplicate a note that is already in the past?

Yes. You can duplicate notes regardless of their original date. Just make sure to update the Start and End Dates if you want the new note to appear in the future.

Q3. Can I duplicate a recurring note or a note tied to an automation?

Currently, only standalone notes can be duplicated. Notes created through recurring settings or automation aren’t linked automatically to their duplicate.

Q4. What happens if I leave the date range unchanged?

The note will be duplicated on the same date range as the original. If you don’t want this, be sure to change the Start and End Dates before saving.

Q5. Can I duplicate a note that someone else created?

Yes, if you have visibility or permission to view the original note, you can duplicate it. However, any changes to visibility in the duplicated version will depend on your role and workspace permissions.

Q6. Can I duplicate a note multiple times?

Absolutely! You can repeat the duplicate action as many times as needed to create different versions.