When creating a new project, you can use some data from another project.

What cannot be copied :

Create a new project by clicking on the + bottom right corner and fill in the general information of the project before clicking on Save

Browse through the other tabs

Click on Import

A menu will then pop up, in which you can choose to import data from Excel or from another project.
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When you are importing from another project, you should first choose from which project you want to import and then which categories, subcategories, subjects and descriptions you want to import. For this, you will need to check the corresponding boxes.
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Click on Import and then on Save to add the categories and subcategories to the "new" project.
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Click on Import

A window will then pop up in which you can choose to import from Excel or from another project.

When you choose to import from another project, you should check the project and rooms you want.
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Click on Import en then on Save to Add rooms to your project

Click on Import

Choose the project that contains the statuses you want to use in the new project and click on Import.

You cannot select any status by choice. All the statuses will be imported from the selected project.
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Click on Import and then on Save to add the statuses to your project.

To import participants from a project, you should enter the project and go to the Participants section

Afterwards, you should click on the "+" to import participants.

Select which participants you want to import and click on Import.

To import the folder structure from another project, you should enter the project and go to the Documents section

Click on the icon above the folders list

and select Import structure
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Then, select the project from which you want to import the folder structure and click on Import
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Note: all folders and subfolders of the source project will be imported

Got a problem? Contact our support here or ask your questions online directly on the app.