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How to duplicate a board

 

When it comes to duplicating a board, you have three options:

  • Duplicate only the structure of the board.
  • Duplicate the structure and the content of the board.
  • Duplicate the structure, content, and the updates written in any of the board's items.

Keep reading to learn more about each option. 👇

Note: When duplicating a board any set Column Permissions will also be duplicated. 

 

Duplicate the structure

If you choose the first option, "Structure only", only the skeleton of the board (the group names, column types and names, etc.) will be duplicated. This will not include the items or column data within the board.

To duplicate only the structure of the board, click into the board menu, "More actions" and then "Duplicate board". Then, from resulting screen, select "Structure only". 

CPT2203131512-1225x652.gif

 

When duplicating your board using this method, the duplicate of your board will only include the groups and the columns only as shown below:

image_1__16_.png

 

Duplicate the structure and items

The second option, "Structure & items", will duplicate the skeleton of the board along with the board's items and column details.

To duplicate the structure and items of a board, click into the board menu, "More actions" and then "Duplicate board". Then, from resulting screen, select "Structure & items" as so: 

CPT2203131520-1252x666.gif

 

The duplicate of your board will include the groups, the columns and the items as below:

image_1__17_.png

All automation or integration recipes that are turned on will duplicate as well.

Note: Integration recipes will be duplicated to the new board, however they must be reconfigured in the Integrations Center of the newly duplicated board in order for them to work.

  

Duplicate items and updates

The final option, "Structure, items & updates", will duplicate the skeleton of the board along with the board's items and column details, and any updates written within the board.

To duplicate your board using this method, click into the board menu, "More actions" and then "Duplicate board". Then, from resulting screen, select "Structure, items & updates" as so: 

CPT2203131521-1251x667.gif

 

This functionality allows you to duplicate the content of your board with all the updates and files. Keep in mind a few points to take into account: 

  • Read only mode

The updates in the duplicate board will be in read only mode. This means that they cannot be modified or deleted. You also cannot like the duplicate update or reply to it. 

  • The entire post will be copied

This means that the update will be copied with its assets and the replies. If your update includes a checklist, your checklist will also be copied. Your checklist will be duplicated exactly as it is on the original post. This means that if one item is marked as done, it will be marked as done in the duplicate.

  • Limitation

The latest 100 posts of each item will be duplicated. 

 

Duplicating a board with integrations

When duplicating a board containing one or more integrations, the integrations will appear as inactive on the duplicated board and they must be manually reactivated in order for them to work properly. Below, we'll show you how to reactivate your integrations on a newly duplicated board to get them working again in no time! ⬇️

 

Firstly, if you duplicate a board which has an active integration on it, you will see a blue pop-up appear on the duplicated board to notify you of this on the newly duplicated board! From here, all you have to do is click on "Activate", as shown below.

Group_1__82_.png

 

Once you click on "Activate", you'll be redirected to the Integrations Center. From here, all you have to do is click on "Activate" once again on the right side of each integration recipe in order to activate them on your newly duplicated board!
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If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.