How to Clone a Need as a Site Manager

Created by Brittany Crow, Modified on Fri, May 24 at 11:45 AM by Brittany Crow

Heads up! This article is intended for Site Managers. If you're an Agency 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

So you know: Some sites have language overrides in place. This means you may see Opportunities in place of Needs, Programs in place of Agencies, or Prerequisites in place of Qualifications. Please contact us to request language overrides for your site! 


Cloning volunteer Needs

Ready to clone a volunteer Need? Then: 
1. Go to Volunteerism > Needs

2. Select the Need Title on the Manage Needs page. 

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

  • The gray Clone Need button is right beside the red Deactivate Need button at the bottom of the form. 

4. Click Clone Need

  • A warning pops up asking you to confirm your selection. 
  • When you click Yes, a Create Need page appears with the title of the Need you cloned along with some of the original Need's details—like the description, age limits, selected interests, etc. 
  • The new Need has (copy) in the title. 
    • If you're cloning a Need that occurs at multiple locations, you could remove (copy) and add the location to specify—e.g.: 
      • Soup Kitchen Crew—N. Broadway
      • Soup Kitchen Crew—E. Avenue

 

5. Make any and all necessary changes to the new Need. 

6. When you're ready, click Create Need