Copying Records

Copying creates a separate record in the same workspace or another workspace. You can choose which data Blue includes in the copy.

You must have permission to create the copy. View Only and Comment Only roles cannot copy records.

Copy a record

1. Open the record that you want to copy.
2. Open the … menu in the record toolbar, or open the record card’s context menu.
3. Select Copy.
4. Enter a name for the copied record. The default is the original title followed by “(copy).”
5. Choose the destination workspace and list.
6. Select the data to include.
7. Select Copy Record. Blue creates a separate record in the selected list.

Copy options

Choose from these options:

• Description (included by default)
• Due date (included by default)
• Assignees (included by default)
• Tags (included by default)
• Checklists (included by default)
• Comments (excluded by default)
• Custom fields (included by default)

If you select Custom fields, use the field picker to choose the fields to copy. Select All or None to change all selections.

Leave all fields selected to copy every custom field. Blue automatically includes lookup fields with their required reference fields, so you cannot select lookup fields separately.

You can copy a record to any workspace that you can access. If the destination has a custom field with the same name and type, Blue matches and copies its data.