✍️ Step-by-Step:
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From the
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homepage:
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Opening the Clone Modal: From homepage, click on the three-dot button and select the "Clone" option to open the modal.
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Access the homepage by navigating to “Apps” and clicking on “Advanced Columns”.
On the homepage, choose the board you wish to clone, click on
and on “Clone” right after:
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From within the board:
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Access the board you wish to clone by clicking on its name.
Once inside the board, click on
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Provide the necessary details for the new cloned board:
- and on “Clone” right after:
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Once the modal has opened, check the following information:
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Name (Required): By default, the name will be filled as “Clone + name of the current board”, but you can rename it anytime. It should not match any existing
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board names.
Labels (Optional): By default,
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Description: Optionally, you can add a description to explain the purpose of the cloned board or retain the same description.
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Columns: Optionally, you can add/remove columns to the cloned board or retain the same columns.
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the board being cloned will inherit the labels from the original board. You can select and deselect how many labels you want or create new ones before cloning the board. For more information regarding labels, visit our documentation about them HERE.
Description (Optional): 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): By default, the board being cloned will inherit the columns from the original board. You can either remove the current ones or add new columns by selecting them on the list.
Sharing: By default, the board being cloned will inherit the original board sharing configurations. If you wish to keep it private or share it with different groups or people later, disable the Public toggle.
Confirm the cloning action by clicking
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on “Clone”:
Your board will now be available with all the provided information.:
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📝 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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| Info |
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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’ve assigned another user(s) as admin(s). |
For further reference, you can explore our documentation on how to create your own board here.