1. How to Copy a Workspace?
You have to be an Account Owner or a Workspace manager to be able to copy a Workspace.
Step 1: Access the Dashboard of your account and go to the Workspace that you want to copy. Click the Workspace Settings (the three dots icon) to display the settings panel -> select "Copy Workspace".
From the Copy Project panel, you can select different project properties you wish to copy (img.1).
If you want to copy only the boards that belong to the Workspace without the configurations, select:
You can have a customized copy of the source workspace boards using these selections that apply across all boards to be copied:
- Preserve all members of all boards contained in the source workspace
- Copy all tasks from the boards contained in the source workspace
- you have the option to move all cards to the Backlog column and keep all swimlanes from the original boards.
If you do not mark this option, the cards will be copied as per their current positions in the original boards (as of the time of workspace copy).
- preserve all cards' type field entries.
If you do not select this option, the card type field will display "None".
- preserve the card assignees
If you do not select this option the cards' assignee field will display "None".
- Copy custom fields to preserve all custom fields and their entries.
If you do not select this option, you will not be able to use any of the custom fields that you have created in the original boards of the source workspace.
- Preserve links
Тhis will create new links for those cards, which originals have a relationship declared only in the board, managed to be copied. You can choose which link type to be preserved:
-> Copy Parent-child links
-> Copy Relative links
-> Copy predecessor-successor links
Copy all Types that you have created for the respective boards in the Workspace to re-use them.
Copy all Templates that you have created for the respective boards in the Workspace to re-use them.
Click Copy Workspace and the copied workspace will be made available on your Dashboard.
Please, check the dedicated article to learn how to Copy or Move a Board.