How to Copy Workspace and Boards in Task Management ?

Category: Tasks

You can now copy the workspace and boards created for Task Management in Profit.co.This will help you to copy the workspace from one place to another.

Why this feature?

  • Easily duplicate pre-existing structures and tasks without recreating them from scratch, allowing faster project setup.
  • Allows quick replication of boards for different teams or departments, ensuring consistency in task management across the organization.

Step1

Navigate to Task → Workspace from the left navigation panel.

Select the Workspace you want to copy. Click on the Ellipsis icon. Choose the Copy Workspace option from the dropdown menu.

For instance, let's copy the Workspace named Marketing Campaigns.

A pop-up window will appear, offering two options: Copy Boards and Copy Boards with Tasks. Select your preferred option, then click the Copy Workspace button.

By default, you’ll be getting the name Marketing(copy). You can also edit the name by clicking the default name.

The Workspace will be present below the list of Workspaces.

Note: The created boards will be present in the copied Workspace.

Step 2

Select the Board you want to copy. Click on the Ellipsis icon. Choose the Copy Board option from the dropdown menu.

For instance, let's copy the Board named Email Marketing Campaign.

By default, you’ll be getting the name  Email Marketing Campaign(copy). You can also edit the name by clicking the default name.

Select the Workspace where you want to paste the copy of the board.

Click on the Copy Board Button.

The copied board will be present inside the Sales Workspace.

Related Answer Post

To learn the process of creating the workspace/board, click here.

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