Create a new project board by copying an existing one
Hey there! Did you know that you can now effortlessly duplicate an existing board? This nifty feature allows you to set up a board as a template and reuse it for every new customer, saving you time and effort. Here's how you can do it:
- **Step into Your Workspace: **Start by navigating to the 'Workspaces' screen.
- **Choose Your Board: **Hover over the board you wish to copy.
- **Access Board Options: **Click on the board options, represented by 3 vertical dots, located near a board or subboard.
- **Initiate Copy: **Select the 'Copy Board' option to proceed.
- **Customize Your Copy: **You'll be greeted with a 'Copy Board' screen where you can:
- Choose the workspace for the new board.
- Select the board type and data options that suit your needs.
- **Save Your New Board: **Once you're happy with your selections, click on the 'Save' button to create your new board.
Voila! You've successfully created a new board based on an existing one.
We trust you'll find this feature a handy addition to your toolkit. Happy board building!
Updated on: 04/09/2023
Thank you!