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Planview Customer Success Center

Copy a Board in the Same or Another Workspace

Copy a Board

If you want to use a board as a template to reuse within a workspace or to another workspace, create a duplicate of the board which will include the status column settings and labels. Duplicating a board is very useful if you use the same work process in different boards, minimizing time for customizing each board. You can also include cards when duplicating a board, for example, to duplicate a repetitive work process. 

To create a duplicate of a board: 

  1. Navigate to the board you want to duplicate.
  2. Click the options menu icon   Settings.png  and select Copy board.
  3. Select if you want to copy the board within the workspace or to another workspace. Only workspaces that you have access to will be visible in the list. 
  4. Select if you want the associated cards to be duplicated as well and whether you want tags on cards to also be duplicated.
  5. Click Duplicate.
  6. A new board is created with the name of the original board preceded by Copy of.

When you copy a board with cards within the same workspace, nearly all attributes of each card will be duplicated with a few exceptions; co-assignee, dependencies, checklist states in checklists, blocked state, comments and reported time will not be copied over, cards connected to activities will be duplicated but the card duplicates will loose their connection to any activity. All board settings are copied except for email and personal settings.

 

When you copy a board with cards to another workspace, nearly all attributes of each card will be duplicated with a few exceptions;  assignee, co-assignee, start date, due date, custom fields, dependencies, checklist states in checklists, blocked state, comments and reported time will not be copied over, cards connected to activities will be duplicated but the card duplicates will loose their connection to any activity. All board settings are copied except for board access rights, email and personal board settings.

 

 

 

 


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