How to copy workspace/boards in Task Management along with Tasks?

Category: Tasks

Profit.co provides an option to copy Workspace/Boards in Task Management along with Tasks.

Why this feature?

  • Copying entire workspaces or boards with tasks streamlines project duplication, saving time when managing similar or recurring projects.
  • This feature ensures uniformity in task structures and workflows, maintaining consistency across different teams or projects without manual recreation.

Step 1

To copy any workspaces, navigate to the Tasks → Workspaces from the left menu and click on the More icon, and select Copy Workspace.

While copying the Workspace, click on the option Copy Boards with Tasks.

Note: Before copying the workspace, some of the attributes like Assignees, Priority, Stages, and Status will be selected by default.

The workspace containing all the Boards and Tasks will be copied.

Step 2

Similarly, if you use the option Copy Boards.

Only the Boards will be copied, not the Tasks.

Inside the Workspace/Boards, the task won’t be present.

Related Answer Post

To learn more about the process of hiding workspace, click here.

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