Using the "Duplicate" function, existing folders and all projects stored in them can be easily copied. Internal and external project members can be transferred to the duplicate.
Quick guide
1) Click on the 3 dots next to the folder name
2) Select the "Duplicate" entry in the menu that opens
3) Select whether you want to take over the project members (internal & external) would like to take over.
Info: If you select this option, the project members are taken from the folder and the projects under it
4) Confirm your entry by clicking on the orange-coloured "Duplicate" button in orange. That's it!
Good to know:
- The contents of the project chats and the documents stored in the (including those that are stored in a file folder outside the "Templates" folder) outside the "Templates" folder) are not transferred.
- PDF company templates that are required again and again can be uploaded and saved in the "Company templates" and a folder structure can also be created for the created for the "Templates" folder.
- The "Duplicate" function can be used by a user with the "Project manager" or assigned the role "Project manager" or "Owner" in Craftnote can be used.