Have you ever asked yourself "Can I duplicate a board from one account to the other?" well... YES!! You can duplicate a folder of boards to another account! 🎉
What is this feature?
Let's say you've opened an account without knowing one of your team members did this as well, or your organization has several accounts for different teams and you now want to manage all your organization under one account, how can you move those boards over from one account to another?
We have created this🌟AMAZING🌟new feature that will allow you to migrate boards from one account to another in a very easy way!
How can I get that feature on my account?
This is feature is a granted feature 🎁. Please reach out to [email protected] and we will be happy to grant it to you. Once the feature is granted to both accounts it will be available in the admin section.
How does it work?
Create the folder (that will be moved to the destination account 👉 ). To create a folder simply click the "+" sign and then choose "New Folder". You can also move any existing folders that you already have.
Move all the relevant boards to the designated folder by doing the following:
- Hover over the board in the board's list
- Right click with your mouse
- Select "move to folder"
You can also simply drag and drop the board into its folder.
Go to the admin section of your account. Next, click on Cross Account as below:
Select the folder you'd like to duplicate from the list. Once done, type in URL of the account to which you want to copy these boards:
Click on "Duplicate folder to account". And voilà 🎉🎉
We do have some limitations when duplicating folders to another account. The following elements will not be duplicated:
- Info Boxes
- Activity Log
The same automations supported when duplicating boards are also supported when duplicating across accounts. The automations that are currently not supported are:
- Cross board recipes
- Recipes with mapping
- Recipes toggled off
If you have any questions about this or anything else in this article, feel free to reach out to us at customer success at [email protected]