❖ Heads up! This article is intended for Agency Managers. Agency Managers are only available on Center sites.
By the end of this article, you will be able to:
Clone an existing Need to save time when creating similar opportunities
Understand which details are copied and which are not
Edit the cloned Need before publishing
Overview
When creating volunteer Needs, you may find that some are very similar. Instead of starting from scratch each time, you can clone an existing Need.
Cloning is especially useful when:
The same Need occurs at different locations (for example, a Reading Buddies event at multiple library branches)
Different Needs take place at the same location
You want to repost an updated version of an expired or inactive Need
Cloning saves time and helps keep your postings consistent.
Getting Started
Go to My Agency > Needs.
Select the Need you want to clone.
Scroll to the bottom of the Update Need page.
Click Clone Need.
A confirmation pop-up appears.
Click Yes to continue.
Click No to cancel.
The Create Need page opens with the information from the original Need copied over.
Make any necessary changes to personalize the new Need.
For example, you will likely want to remove (copy) from the title and give it a unique name.
If the Need occurs at multiple locations, you might include the location in the title, such as:
Puppy Pal Readers—East Branch
Puppy Pal Readers—North Branch
When you are finished editing the Need, click Update Need to save your changes.
What Gets Copied
The following information is copied to the new Need:
Title (with “(copy)” added to the end)
Description
Additional details, including:
Capacity
Age requirements
Family-friendly status
Outdoor or virtual designation
Wheelchair accessibility
Location information
Assigned Interests & Abilities
What Does Not Get Copied
The following information is not copied:
Volunteer responses
Duration