Clone a Trip from a Previous Trip
Cloning creates a new trip by copying the planning structure from an existing trip. This is useful when you make the same route or visit the same clients regularly — you get the stops, tasks, and checklist pre-populated without re-entering everything.
What Gets Copied
| Copied | Not copied |
|---|---|
| Route stops (with day-offset mapping to new dates) | Expenses and receipts |
| Task titles and categories (reset to Pending) | Meeting outcomes and discussion notes |
| Checklist items (reset to unchecked) | Action items |
| Workspace type, purpose, and traveler type | Notes |
| Stop time-of-day (wall-clock time preserved) | Documents and file attachments |
| Library Place relationships on stops | Drive segments (recalculate for new route) |
| Reports and AI summaries | |
| Completed checklist state | |
| Task due dates (historical dates are not reusable) | |
| Collaborators |
Day-Offset Mapping
Route stops are mapped to the new trip's dates using a day-offset model. If a stop was on day 2 of the original trip, it is placed on day 2 of the new trip. The time of day is preserved — if a stop was scheduled for 9:00 AM, it remains at 9:00 AM on the new date.
If the new trip is shorter than the original, stops that fall beyond the new trip's end date are dropped.
Clone from the Trip Page
- Open the trip you want to clone.
- Go to Clone from the trip navigation (or the trip actions menu).
- Enter:
- New Trip Title (required)
- Destination (required)
- Departure date (required)
- Return date (required)
- Select Clone Engagement →.
The new trip opens at its dashboard.
Clone from the New Trip Flow
When creating a new trip, you can also select From a Previous Trip as the creation method. This flow lets you browse your previous trips and select one to clone from, with the same copying behaviour.
After Cloning
The new trip starts in Planning status. Route stops are placed on the new dates. Tasks are reset to Pending with no due dates. Checklist items are unchecked. You can edit any of these before the trip begins.
Drive segments are not copied — you will need to recalculate the route for the new trip if you use road travel.