Copying Workspaces

You can make perfect copies of workspaces in Blue.

You can copy workspaces within your organisation or to other organisations by going to Workspace Settings and selecting the Copy section. Only Workspace Administrators can copy workspaces.

When copying workspaces, you can choose to copy everything or select specific components:

  • Chats and chat messages
  • Records, including lists, assignees, checklists, comments, and due dates
  • Automations
  • Custom Fields
  • Tags
  • Files
  • Forms
  • Users and custom user roles

You can also choose to copy the workspace to a different organisation if you belong to multiple organisations.

Time required to copy workspaces

Depending on the size of your workspace, copying can take anywhere from a few seconds to a few minutes.

You can watch a video on copying workspaces: