Want to keep your Clipboard items up to date as your workflows evolve? While there's no direct “edit” button for Clipboard items yet, you can absolutely make updates — and it's super easy!
Here’s how to do it in a few quick steps 👇
✨ Step-by-Step: Updating a Clipboard Item
Add the item from your Clipboard into your event timeline.
Click on the Clipboard icon from your timeline editor.
Select the item you want to update.
Click “Add to Timeline.”
Make your edits directly in the timeline.
Update the item’s time, title, assignee, notes — anything you need!
Save your changes back to the Clipboard.
Click on the three dots (•••) next to the item in the timeline.
Select “Save to Clipboard.”
When prompted, choose “Overwrite Existing Item” instead of “Save as New Item.”
🗑️ How to Delete a Clipboard Item
Need to clean things up? Here’s how to delete a Clipboard item:
Open any event timeline.
Click the ➕ Add button and select “Clipboard Item.”
Scroll to the item you want to delete.
Click the three dots (•••) next to that item.
Choose “Delete.”
That’s it! The item will be removed from your Clipboard.
💡 Tips & FAQs
Why overwrite?
Keeps your Clipboard clean, current, and free of duplicates.Want to keep both versions?
Just choose “Save as New Item” instead of overwriting.Can I restore a deleted item?
Currently, there’s no undo for deletions — so double-check before clicking “Delete.”
🙋 Need Help?
If you'd like a quick walkthrough or have a specific use case you're unsure about, we’re happy to help! Book a demo or shoot us a message anytime 💬