✍️ Step-by-Step:
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From the
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homepage:
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Access the homepage by navigating to “Apps” and clicking on “Advanced Columns”:
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Opening On the Clone Modal: From homepage, choose the board you want to edit, click on the three-dot button and select the "Clone" option to open the modal
and on “Clone” right after.
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From within the board
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Once inside the board, click on
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- and on “Clone” right after.
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Provide Once the modal has opened, provide the necessary details for the new cloned boardinformation:
Name : Enter a unique name for the cloned board. It should not match any existing column names. (Required): By default, the name is will be filled as “Clone + name of the current board”, but you can rename it anytime. It should not match any existing board names.
Description (Optional): Optionally, you can add a description to explain the purpose of the cloned board or retain the same description.
Columns: Optionally, you can add/remove columns to the cloned board or retain the same columns.
Admins: Optionally, you can add/remove admins to the cloned board or retain the same By default, the description retains the same one from the board being cloned. You can either provide another one or keep the same.
Columns (Optional): You can either add or remove columns from the cloned board.
Admins (Optional): You can add, remove or change the admins for the cloned board.
Confirm the cloning action by clicking in the button on “Clone”.
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Your board will now be available with all the provided information.
📝 Important Tips:
In the modal, you must fill out the "Name" field. This will be the name of your newly cloned board. Also, to avoid duplication, the board cannot be created with a name that already exists.
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Filling required fields is mandatory to create a new board. To avoid duplication, consider choosing an unique name for your board. If you leave the field “Name” blank or choose a name that is already in use, a message will be displayed according to the situation:
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Cloning a board will make you the owner of the cloned board. Therefore, you will have administrative privileges even if you assigned another user(s) as admin(s). |
For further reference, you can explore our documentation on how to create your own board here.