To be able to copy a tool (Collection, Innoboard, Trendradar, AI Research, Notebook), you must be the manager of the tool.
Steps to copy a tool
- Navigate to the workspace tools by clicking on the Workspaces menu item and selecting the desired workspace there (your hub administrator may have disabled the menu item Workspaces. Then follow this article: Copy a Tool in the menu item Tools)
- Find the tool you want to copy and click on the three-dot menu
> Copy
| Note: Alternatively, you can also click on the three-dot menu at the top right of the title image in the tool and select Copy. |
- Optionally enter a new title for your copy
- Use the checkbox to select whether you want to remove all users from the copy
| Note: If you do not remove the participants, they will receive a notification that they have been added to a new tool immediately after the copy has been created. The participants automatically have the same role as in the original tool. |
- Click on the Copy without Content checkbox if the copy should be created without content
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Note: "Content" refers to the following:
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- Then click on Copy