How to Clone a Need as an Agency Manager

Created by Brittany Crow, Modified on Tue, 07 May 2024 at 10:45 AM by Brittany Crow

Heads up! This article is intended for agency managers. If you're a site manager, click here


Once you start creating volunteer Needs, you may find you have several that are very similar. Instead of creating each Need from scratch, you can just clone one! This is particularly useful when:

  • You have different Needs occurring at the same location
  • You have the same Need occurring at different locations
    •  Like a Reading Buddies event scheduled at different library branches
  • You want to post a more current version of an expired or inactive Need

Cloning Needs

You can either create a new Need to clone or clone an existing Need!

  • Click here for more information about creating Needs as an agency manager. 

1. Go to My Agency > Needs

2. Select the Need you wish to clone. 

3. Scroll to the bottom of the Update Need page. 

4. Click Clone Need

5. A popup appears to confirm your selection. 

  • Click Yes to confirm or No to cancel. 

6. This opens the Create Need page with the information from the cloned Need copied over!  

So you know: When you clone a Need, it copies over from the original Need: 

  • The title with (copy) behind it
  • The description 
  • Additional details, like capacity, age requirements, if it's family friendly, outdoors, wheelchair accessible, or a virtual Need
  • Location information 
  • The cloned Need's assigned Interests & Abilities
  • It does not copy over volunteer responses or duration. 

7. Go ahead and make any necessary changes to the new Need to differentiate it from the cloned one. 

  • For example, you'll want to delete (copy) from the title and give the Need a new and unique title. 
    • Let's say you have a Need that occurs at several different locations, you might title each one with their unique location: 
      • Puppy Pal Readers—East Branch
      • Puppy Pal Readers—North Branch

 Heads up! Your editing tool may look different from this one.

8. Once you're done personalizing the new Need, click Update Need to finish.