1. How to Copy a Workspace?
You have to be an Account Owner or a Workspace manager to be able to copy a Workspace.
The following steps guide you through the process:
Step 1: Go the Dashboard and locate the Workspace that you want to copy. Click the corresponding Workspace settings and select "Copy Workspace".
Step 2: From the "Copy Workspace" panel, you can select different workspace assets that you want to copy. If you want to copy just the belonging boards without copying their custom configurations, checkmark Boards only.
You can have a customized copy of the source workspace boards using these selections that apply across all boards to be copied.
- If you want to preserve all team members assigned to the boards, checkmark the respective settings.
- If you want to copy all tasks from the boards contained in the source workspace, checkmark the respective setting.
In addition, you have the option to move all cards to the Backlog. If you do not checkmark this option, the cards will be copied as per their current positions in the original boards (as of the time of the workspace copy). Moreover, you can preserve:
- cards' types
- cards' assignee
- custom fields
- cards' links
- Cards' types - all types created and assigned to that board.
- Cards' templates
Please, check the dedicated article to learn how to Copy or Move a Board.