Copying or templating a Workspace in one Account

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If you have a Workspace that you need to reproduce several times under the same Account, you can template one you've already built to save yourself time.

 

I) Templating a Workspace

 

a) Go to the Dashboard and select Create a new Workspace, or go to the left hand navigation panel and select the + button next to 'Workspaces'

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b) Select an Account. As you're templating (or copying) an existing Workspace, you'll need to create the new Workspace under the same Account as the one you are copying.

c) Choose the Workspace you want to copy from the first drop-down list.

d) Edit the title of the new Workspace if needed. 

e) Click Next.

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f) Check the boxes to choose what you want to copy over. You can choose Tasks, Teams, Folders and Permissions and Files.

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Tip: Up to 100 folders and up to 300 documents or 1.5GB of content can be copied to a new Workspace

 

g) Click Create Workspace.

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