When creating a new project, you can use the following data from another project:

The following data can not be copied:

1. Create a project by clicking the purple "+ Create new project" button in the top-right corner:

2. Then fill in the general project details and save them by clicking "Save".

3. Next, go to the following tabs:

1. Click the following icon in the top-right corner to import:

2. A window will then open, allowing you to choose whether to import from Excel or from another project:

3. When importing from another project, select the project you want to import from and choose which categories and subcategories you want to import. To do this, select the relevant checkboxes:

4. Click "Import" and then "Save" to add the categories and subcategories to your project.

1. Click "Import":

2. A window will then appear, allowing you to choose whether to import from Excel or from another project:

3. If you choose to import from another project, select the project and the rooms you want to import:

4. Click "Import" and then "Save" to add the rooms to your project.

1. Click "Import":

2. Select the project containing the statuses you want to use in the new project and click "Import".

3. For statuses, you cannot select individual statuses. When you select a project, all statuses from that project will be imported:

4. Click "Import" and then "Save" to add the statuses to your project.

1. To import participants from another project, go to the project and click on the "Participants" section:

2. Hover your mouse over the "+" button in the bottom-right corner of the screen until a new icon appears:

3. Then select the participants you want to import and click "Import".

1. To import the folder structure from another project, go to the "Documents" section of the project:

2. Click on the three dots above the folder structure:

3. Select "Import structure":

4. Then select the project from which you want to import the folder structure and click "Import":

Note: All folders and subfolders from the existing project will be imported.

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