Copying Workspaces

Copy a workspace within an organization or to another organization, and select the components to include.

Copy a workspace to reuse its data and configuration. Workspace Owners and Project Administrators can copy workspaces.

Copy a Workspace

  1. Open Workspace Settings > Copy.
  2. Enter the Workspace Name for the copy.
  3. If you belong to multiple organizations, select the Destination Organization.
  4. Select Copy Everything or Let Me Choose.
  5. If you selected Let Me Choose, select at least one component.
  6. Select Copy Workspace. Blue shows the copy progress in a notification. While records copy, the notification shows a progress bar and the number of records copied, for example 4,500 of 12,000 records.

Copy Workspace panel with Workspace Name and Copy Everything / Let Me Choose options

You can include these components:

  • Activity.
  • Assignees.
  • Automations.
  • Chat Comments.
  • Chats.
  • Checklists.
  • Custom Fields.
  • Custom Roles.
  • Due Dates.
  • Files.
  • Forms.
  • Lists.
  • People.
  • Record Comments.
  • Records.
  • Saved Views.
  • Tags.

Watch the following video for an example of copying a workspace: