Copying Records

Blue allows you to duplicate records within a workspace or across workspaces easily. This can help accelerate your workflow by replicating information without having to rewrite it.

To copy a record:

1. Navigate to the record you want to copy.
2. Click on the “…” menu in the record toolbar or right-click the record card to open the context menu.
3. Select Copy.
4. Enter a name for the copied record (defaults to the original title with “(copy)” appended).
5. Choose the destination workspace and list.
6. Select which data to include using the checkboxes.
7. Click Copy Record.

Copy Options

When copying a record, you can choose which data to carry over:

• Description (included by default)
• Due date (included by default)
• Assignees (included by default)
• Tags (included by default)
• Checklists (included by default)
• Comments (excluded by default)
• Custom fields (included by default)

Things to Note

• You can copy records to any workspace you have access to, not just the current one.
• If the destination workspace has a custom field with the same type and name, the data will be automatically matched.
• Only users with the appropriate permissions (not view-only or comment-only roles) can copy records.