Duplicate a Board in CWM

Save time by duplicating an existing Board to copy all the task and collaborator details without having to copy the information manually in the Collaborative Work Management workspace.

Before you begin

Create a Board in CWM.

Role required: sn_cwm.cwm_user

Procedure

1. Navigate to Workspaces > Collaborative Work Management.
2. Navigate to the Space that your Board is in.
3. From the More actions menu of the Board, select Duplicate.
   
4. Provide a name for the new Board in the Board name field.
   The default name given is in the format of (Copy) <Original Board name>.
5. Select Duplicate.

Result

• The new Board is added to the same Space as the original Board.
• If your original Board was in a folder, the new Board is added to the same folder.
• If necessary, you can move it to a different Space or a different position in the same Space.
• The states of all the copied tasks are reset to the default (open) state in the new Board.
• All the assigned tasks are reset to unassigned.
• The start date for the tasks shift to the current date.
• Any custom columns in the original Board are copied to the new Board.