Rollover Partnerships

Click on the three dots at the top of the partnership you want to roll over.
Select "Rollover Partnership."
Choose the previous year (e.g., 2024) from which you want to duplicate tasks.
Select the upcoming year (e.g., 2025) to duplicate the tasks to.
Review and select the information you want to bring over, such as activities, files, comments, subtasks, attached events, and custom fields.
Decide if the assigned users should remain the same for the upcoming year or if tasks should be unassigned.
Determine what to do with due dates for the upcoming year: keep, remove, or extend by one year.
Click "Save" and wait for the process to complete.
Check the newly created season to ensure tasks, attachments, and due dates have been transferred successfully.

Review the information carefully before rolling over to ensure accuracy.
Be cautious when removing tasks or changing assigned users, as this can impact workflow and accountability.
Double-check the duplicated tasks to avoid any missing or duplicated information.

Prioritize bringing over relevant information like comments and files for the upcoming season.
Utilize the ability to extend due dates by one year to set placeholders for the next season.
Regularly review and manage attachments and tasks to keep the workspace organized and relevant.
Use the Trak workspace to easily navigate between different seasons for efficient partnership management.

The objective of this article is to guide you through the process of rolling over a partnership from one season or calendar year to the next within the Trak workspace.