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Duplicate boards to another account

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. 

 

Important Note:  🚨 Please make sure you are an Admin in both accounts and that you use the same email address in both accounts 🚨

 

How does it work?

Step 1

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. 

 CRM.png

 

Step 2

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.  

move.png

 

Note: If you are duplicating a board that is linked to another board make sure both boards are included in the folder! 

 

Step 3

Go to the admin section of your account. Next, click on Cross Account as below: 

cross.png

 

Step 5

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: 

cross.png

Click on "Duplicate folder to account". And voilà 🎉🎉

 

Limitations

We do have some limitations when duplicating folders to another account. The following elements will not be duplicated: 

  • Automations 
  • Integrations 
  • Files from the file column
  • Info Boxes
  • Activity Log
  • Subitems

 

Please note that board duplication will only work for main boards  

 

 

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]