1. How to Copy a Workspace?
You have to be an Account Owner or a Workspace manager to be able to copy a Workspace. You control this permission from the Security Controls in the Administration.
Here are the steps that guide you through the process:
Step 1: Go to the Dashboard and locate the Workspace that you want to copy. Click the corresponding Workspace settings and select "Clone":
Step 2: From the "Clone Workspace" panel, you can select different workspace assets that you want to copy along with the selected workspace:
For example, if you want to copy 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 members or teams assigned to the boards, check-mark the respective settings. You are able to also copy:
- Custom fields
- Cards (In addition, you have the option to move all cards to the Backlog. If you do not check-mark 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' owners
- cards' co-owners
- cards' links as follows:
- parent and child links
- relative links
- predecessor and successor links
- Workspace managers
Please, check the dedicated article to learn how to Copy or Move a Board.